Adding a New Related Document

Patients -> Related Documents

Adding a new document requires that you tell the system about the file:

1. Document Category: Select from the dropdown list the type of file you are adding (for example, CCD document, insurance card, scan, or professional correspondence).
2. Description: Enter a brief description of the document. For instance, you might enter, "11/15 note from Dr. Brown."
3. File Path: You have two options for locating a document to import:
   1. Locate an Existing File: If the file you want to import already exists on your computer or a drive you have access to, click the  icon to display a File Dialogue. Locate the file and double-click it. You can also select it and press the Save button.
   2. Scan and Import a File: To scan a file and then import it directly into the Related Documents Module, click the  icon. Once you complete the scanning process, the file path will fill in automatically. For more information, see the section on Scanning Documents.
4. Comments: Enter any additional comments on the document.
5. Encrypt/Decrypt a File: If you wish to encrypt/decrypt a file, click on the   icon.

Saving Records

When you save a record, ClinicTracker will examine its file path. If the file was chosen from a location other than where ClinicTracker intends to store it, you will be notified that the file will be copied over to the server folder. This will not affect the original document, as ClinicTracker will make a copy and store it in a special location.

Note: Images are stored in the RELATED DOCUMENTS SUBFOLDER of the main ClinicTracker server folder. They are further subdivided by the internal PATIENT ID of the patient the document links to. For instance, if you were saving a file named Example.bmp for a patient with ID 951, the file would be stored at: