Adding Attachments to Library
To add an attachment to the library:
Click on Settings
Click on “templates” and select the option to add a 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.
Adding Attachments Using Actions
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 Working with Actions.
Adding Attachments Manually
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 medical note or profile
Click on “documents” and select the “new attachment” option
In the form that appears, change the source field to “Attachments (library)” and select the attachments(s) you wish to add
Complete the rest of the form as needed, and click “save”
Deleting Attachment from Library
To delete an existing attachment from the library:
Click on Settings
Click on “Templates” and select the “view attachments” option
Click on the gear icon for the attachment you wish to delete and select “delete attachment”
Confirm your intent to delete the attachment
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. |
You can also add attachments from the LifeLearn integration. For more information please see the LifeLearn ClientEd Integration article.
You can also annotate your image attachments such as dental or body charts. Please see the Annotating Images article for more information.