Next Gen - How do I add an attachment & Memo ?

Navigation : Add Attachment

Go to the Client and patient's Dashboard and open the Medical record for which you wish to add the attachment.

Please refer the screenshot for more information.

1>> Click on Authorization/Attachments.

2>> Click on Attachment

3>> Select the type of attachments that you are trying to upload, ex: Lab Report, Prescriptions, Communication.
4>> Click on Browse and locate the file on your computer, once done click on Upload.

5>> Add any additional comments if required.

6>> Click on Save for the changes to take affect.

==========================================================================================================================

Navigation : Add Memo 

Go to the Client and patient's Dashboard and open the Medical record for which you wish to add a Memo.

Please refer the screenshot for more information.

1>>  Click on Memo.

2>> Select the type of memo that you wish to add

3>> Add the message/Memo

4>> If you wish to record the memo to the public bulletin for everyone to see, please check the box.

5>> Select a clinic if you have a multi clinic Setup on VETport.

6>> Select a staff designation.

7>> Select a staff member.
Note: option 5,6 and 7 are for you to send a message/memo to a specific staff member at the clinic.

8>> Once everything is done, please click on Record Communique for the memo to get added successfully.

• Related Articles

• NextGen - How to add a Memo?

  1) Please go into the patient's profile and click on the memo option located on top in the TASKBAR. 2) Add in all the information and click on "Record Communiques". You can also send the memo as a personal message to a particular staff member or you ...

• NextGen - How to add attachment types?

  1) Please click on the preferences icon as shown below. Navigate to templates and attachments then attachment type. 1 > Preferences 2 > Templates and attachments 3 > Attachments types 2) Click on add attachment type. 3) Add in the necessary ...

• Next Gen - How to add an attachment

  Step 1: Search for " Patient" Step 2: Click on " Authorization / Attachments" in the Control Panel on top second line. Step 4: Select "Attachments" Step 5: Select the Attachment type from the drop down. Browser to add attachment.

• Next Gen - Adding a Staff

  Step 1: Select "Setup" Step 2: Click on " Organization" Step 3: Click on "Staff List" Step 4: Click on "Add Staff" (Which would guide you to add update the complete) below are the details that you need to update. General Details Other Details

• Next Gen - How to create an appointment ?

  Steps to Create an Appointment: 1. Search for the client /patient that the appointment is for. 2. Select appropriately based on the appointment you would like to fix. For Example (Select the day option to fix an appointment for that particular day. ...