You can add or edit the file details of documents and images attached to a patient's record.
To edit a document's details
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Document Manager.
The patient's Document Manager page opens.
On a patient's Document Manager page, select the check box of a document.
Click (or tap) Edit.
The Edit File Details dialog box appears.
Change any of the following as needed:
Title - The name of the document.
Tags - The categories or classifications for the document or image. To add a tag, begin typing in the search box, continue typing as needed to narrow the results list, and then either select the desired tag or the '[text]' (Create) option (where [text] represents the text that you have typed) to add a new tag (which can be used to tag any other patient's uploads, too). Repeat this process as needed to add other tags to the document or image. To remove a tag from the document or image, click (or tap) the X next to that tag. In the document manager, you can view documents and images by tags. Each document or image can have up to five tags.
Click (or tap) Save.
Comments
5 comments
Great idea. I posted this request on the "Feature Request" forum for you. Keep those good ideas coming, and thank you for helping us make Dentrix Ascend better.
And to link it to that tooth, teeth, quadrant, or procedure in the Pt Chart. So that the document could be accessed by a click-able link right from the Chart.
I have updated your request in the "Feature Request" forum.
Could you please supply a list of default tags that you have already set up?
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