📝 Overview

Attachment templates are an attachment library. You can upload outside attachments into this library and then easily utilize any attachment in the library during a visit. You can also upload attachments from your device on the spot. In this article, you will learn the different ways to utilize attachments.

📑 How to Add Attachments to Library

Attachments can be stored in your attachments library for wasy access to commonly used documents. In this section you'll also learn how to delete an attachment from the library.

Click the arrow to learn how to add an attachment

🎥 Adding Attachments Video Overview

Adding an attachment to the library

Click on "Settings"
Click on “Templates” and select the option to add a "New Template"
Complete the form that appears (ensure that the “Type” field is set to “Attachment”)
Select "Choose File" and you will be able to find the saved document from your computer's files.
Click "Save + Done", or click the down arrow and select "Save + Add New" if you have more attachments you would like to load.

💡 Tip: You can upload multiple files at the same time, so long as the combined size of the uploads is 150MB or less.

💡 Please Note for Mobile Use: When working on a mobile device (such as a tablet), you will be prompted to take a new photo or video, or to upload a photo or video from the device's library rather than being able to navigate to the device's desktop.

Deleting an Existing Attachment from Library

Click on "Settings"
Click on “Templates” and select the “View Attachments” option
Click "Delete" on the right of the applicable attachment
Confirm your intent to delete the attachment by typing in "Delete" in the form that appears.

💡Once confirmed, the attachment will be deleted from actions and it will no longer be available for adding manually. Prior uses of the attachment will not be impacted, and they will remain in the applicable history.

📃 How to Add Attachments Using Actions or Manual Upload

Attachments can be uploaded form your device on th spot, if the attachment is not in your library. To automatically attach commonly used files when dispensing an item or performing a service, add those attachments as an action to the inventory item.

💡If utilizing the LifeLearn integration, you can add attachments right from the attachment dialog. For more information please click the button below.

Learn More

Click the arrow to learn how to manually add attachments and add an attachment as an action

🎥 Video Overview of Actions & Workflow

Adding Attachments from a Action

Actions can be used to automatically incorporate an attachment from the library into the documents folder of the applicable medical note or patient or client profiles. Actions are defined in the applicable inventory item or bundle. For more information about using actions in Daysmart Vet, please see click here.

Adding Attachments Manually to a Patient or Client Profile

Attachments can be added to the document folder of a medical note or a patient or client profile. To add an attachment manually:

Navigate to the applicable profile
Click on “Documents” and select the “New Attachment” option
In the form that appears, you can choose to "Upload New" or choose an existing attachment in your library from the option "Attachments (Library)"
If you choose to upload a new attachments, you can choose an attachment from your computers files under the "Attachment(s):" field. If you are pulling one from your library, select the applicable attachment. Click “Save” once you have chosen the needed attachment

Viewing all Attachments for a Patient or Client

Navigate to the applicable patient or client profile
Click on "Documents" and select "View Attachments"

Attach a file to a medical note

Navigate to the applicable medical note
Click on "Documents" and select "New Attachment"
Select to "Upload New" which allows you to choose a file from your computers, or select from you "Attachment (Library)"
Complete the rest of the form
Click "Save"

💡 An attachment that is added through a medical note can be manually selected in the Checkout Documents field when checking out an appointment. Additionally, you can add an attachment as a Checkout Document on a specific appointment type. This allows for any attachment added through an appointment's medical note to automatically populate the checkout document's field of the checkout dialog.

Attach a file to a medical record:

Create a new medical record
Drag or select the desired file(s) into the "Documents" field at the bottom of the form
Click "Save + Done"

🖼️ How To Annotate Images in Patient Documents

This section explains how to annotate images stored in a patient's Documents folder. Annotations can be added using the built-in annotation tools and saved directly to the image. Dental and body chart templates can also be stored in your Attachments Library for easy reuse.

Click the arrow to learn how to annotate images

Navigate to the applicable image in the patient's Documents folder
Click the gear icon for the image and select the option to annotate
Use the annotation tools at the top of the image to annotate as needed
Click Save when finished
💡 Tip for Using Image Annotations

💡 Tip: Consider using actions to automatically include dental or body charts as part of your bundles. Templates of dental or body charts can be stored in your Attachments Library.

⚠️ Please Note: PDFs cannot be annotated. It has to be an image file, such as a .jpeg or .png for example.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions