Managing Attachments

Managing Attachments

MANAGING ATTACHMENTS

Overview




What is this?
Why is it Important?
CareTrax allows you to attach any type of document to a record. Patients, Doctors, Leads and Encounters can all have attached documents. There are two ways to attach documents - Via CareTrax Attachment feature or via the integrated Google G-Drive connector. Some attachments are created automatically via inbound Forms, such as the Patient Registration Form.This will enable you to keep any attachments, graphical, text or otherwise, securely with the associated record (e.g. Patient Record) for better record keeping and efficiency.


Step-by-Step




Step
Description
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Video Demonstration