VIDEO: Enterprise Tips: Linking Documents to Clinical Records

You can link documents with specific clinical records making it easier to track which document references which visit the patient paid to the practice.

To do so first open the clinical record you wish to link the document with.

Now click the patient menu in the top left and open the document centre

Now you can either drag the document into the centre or press select and store, select your file from your file explorer and then save it the patients document centre.

This file is now linked with this clinical record indicated by the fact it is now in the “linked to exam” folder

To unlink click the small x next to the documents icon.

Linking documents to clinical records is a handy way of keeping track and ordering documents for future exams.