Attachments to the Consumer Record

Link documents, pictures, scanned files, etc. to a consumer's record. This information is not required in the system but can be very helpful for staff quick reference as they work with the consumer.

NAVIGATION: MAINTAIN menu > Consumers > Action panel > Other Actions > Attachments

  1. Select a consumer by typing the case number in the CASE NUMBER field or use the browse button to view the list of all consumers. You can also tab to the LAST NAME field and begin typing the last name to select from a list of consumers.
  2. In the ACTION panel, Other Actions section, click the ATTACHMENTS icon.
  3. The ATTACHMENTS dialog box will appear. The consumer name and case number will auto-populate based on the consumer selected at the Consumer Master screen. You can narrow the list by category or dates.
  4. To VIEW an attachment, simply click on the line and the attachment will appear in a new window.
  5. To ADD a new attachment:
    1. Click the ADD ATTACHMENT button on the top right.
    2. The ADD DOCUMENT dialog box will appear.
    3. In the SELECT FILE field, click the paperclip and navigate to the saved image on your computer. Select the file.
    4. In the DOCUMENT DETAIL section, select the category, title, and date. You can also type a note in the COMMENTS field. If you do not add a title in this section, the file name will be used for the document title.
    5. Click the UPLOAD FILE button.
    6. The document will now be displayed in the ATTACHMENTS dialog box.
  6. To DELETE an attachment:
    1. In the grid of attachments, click on the attachment you want to delete.
    2. Click delete at the top of the screen.
    3. You will be prompted to confirm that you want to delete the attachment. If you click YES, the note will be deleted from the system. If you click NO, you will return to the ATTACHMENTS dialog box.

1/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388