Attach, Edit, and Print Documents

If you have documents to assign to several records, then it might be more efficient to open Manage Attachments by clicking on the main toolbar. This screen allows you to assign any type of document to any record.

This procedure describes the general process for scanning a document in the Manage Attachments window. For specific instructions regarding how to attach a specific document, refer to the topic associated with the document.

1. Click on the main toolbar.

   

2. Select the document type.

   

3. Enter additional information. Requirements vary according to document type. They might include patient account, payer, case, and so on. Some examples are shown below.

   

4. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

This is generally done when entering payer information for a case. See Enter Basic Insurance Information or Enter Basic Insurance Information - INSIGHT Plus and Total INSIGHT for more information.

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

   • On the Case Information tab in the Client Editor, click Add or Edit to edit payer information, and then click .

     

2. In the Document Type pane, select Authorization. If you opened the window from the Client Editor, then this step was done for you.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Case list, click the case to which you want to add an attachment.
5. In the Payer Mix Information section, click the payer that the authorization is for. If you opened the window from the Client Editor, then this step was done for you.
6. In the Insurance Authorizations section, click and then enter the number of visits, date range, description, authorized dollar amount, and authorization number.
7. If you are working in the Client Editor, then click .
8. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

2. In the Document Type pane, select Case Record.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Case list, click the case to which you want to add an attachment.
5. Click and then type a description for the document.

6. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

2. In the Document Type pane, select Correspondence.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Payer Mix Information section, click the payer that the correspondence is for. If you opened the window from the Client Editor, then this step was done for you.
5. Click and then type a description for the document.
6. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

See Insurance Credentialing Setup for more information about adding credentials in payer, staff, or clinic records. The instructions below explain how to add credentials in the Manage Attachments window.

1. Click on the main toolbar.

   

2. In the Document Type pane, select Credential.
3. In the Payers list, click the payer with which the credential document is associated.
4. Enter information about who the credentials are for:
   • Staff
     1. Click the Staff tab and then click .
     2. In the Staff list, click the name of the staff member to whom the credential document applies.
     3. In the Provider # field, type the provider number on the credential document.
   • Clinic
     1. Click the Clinic tab and then click .
     2. In the Clinic list, click the name of the clinic to which the credential document applies.
     3. In the Provider # field, type the provider number on the credential document.
   • Staff and Clinic
     1. Click the Staff / Clinic tab and then click .
     2. In the Staff list, click the name of the staff member to whom the credential document applies.
     3. In the Clinic list, click the name of the clinic to which the credential document applies.
     4. In the Provider # field, type the provider number on the credential document.
5. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

   • On the Personal Information tab in the Client Editor, click .

     

2. In the Document Type pane, select Driver's License / Picture ID. If you opened the window from the Client Editor, then this step was done for you.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. Click and then type a description for the document.
5. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

   • On the Case Information tab in the Client Editor or on the Payer tab in the Claim Editor, click .

     

2. In the Document Type pane, select Insurance Card. If you opened the window from the Client Editor, then this step was done for you.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Case list, click the case to which you want to add an attachment.If you opened the window from the Client Editor, then this step was done for you.
5. In the Payer Mix Information section, click the payer that issued the card. If you opened the window from the Client Editor, then this step was done for you.
6. Click and then type a description for the document.
7. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

2. In the Document Type pane, select Medical Report.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. Click and then type a description for the document.
5. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

POCs and Progress Reports are required by Medicare. See Plan of Care and Progress Reports for more information.

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

   • On the Case Information tab in the Client Editor, click one of the following:
     • – Add a POC and a Progress Report
     • – Add just a Progress Report

     

     Note: If you click , then INSIGHT adds lines for both a POC and a Progress Report, with default values for number of visits and number of days.

     

2. Manage Attachments window only: In the Document Type pane, select Plan of Care Approval. If you opened the window from the Client Editor, then this step was done for you.
3. Manage Attachments window only: In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. Manage Attachments window only: In the Case list, click the case to which you want to add an attachment.
5. Enter Plan of Care information. You can override values if necessary.
   • – Plan of care
   • – Progress report

   

6. If you are working in the Client Editor, then click .
7. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

See Enter Referral Information for more information about adding referrals in the Client Editor. The instructions below explain how to add credentials in the Manage Attachments window.

1. Open the Manage Attachments window.
   • Click on the main toolbar.

     

   • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

     

2. In the Document Type pane, select Referral. If you opened the window from the Client Editor, then this step was done for you.
3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
4. In the Case list, click the case to which you want to add an attachment.
5. Click .
6. Enter the number of visits, effective date, and expiration date of the referral.
7. Click , then browse to the file. You can attach an image file or a PDF smaller than 1MB.

   

Follow these instructions to replace an attachment or add pages from a file to an attachment.

Replace an attachment

Before you begin, make sure that the pages that you need to add are in a file that you can browse to on your computer.

1. Open the Client Editor. Click on the toolbar, press F9, or on the Edit menu, click Clients.
2. Open the patient record. See Open a Client Record for instructions.
3. On the Attachments tab, double-click the document to which you need to add pages.
4. Click .
5. Click Replace.

   

6. Click the replacement file. INSIGHT replaces the old attachment with the file that you choose.

Add pages to (append) an attachment

Before you begin, make sure that the pages that you need to add are in a file that you can browse to on your computer.

1. Open the Client Editor. Click on the toolbar, press F9, or on the Edit menu, click Clients.
2. Open the patient record. See Open a Client Record for instructions.
3. On the Attachments tab, double-click the document to which you need to add pages.
4. Click .
5. Click Append.

   

6. Click the file that contains the pages that you need to add and then click Open. INSIGHT adds the pages to the end of the document. Click if you need the pages in a different location in the document.

See Delete or Reassign Attachments for full instructions about procedures related to .

There are several options in the Manage Attachments window to edit attachments.

Control	Function
	Crop the document.
	Rotate the document counterclockwise.
	Add an additional page to the end of the attachment.
	Delete the page that you are currently viewing.
	Move the page that you are viewing to another position in the document.
	Insert an additional page before the page that you are currently viewing.

You can print attachments in the Attachments tab or the Manage Attachments window. See View and Print Attachments to learn how to print from the Attachments tab.

1. Open an attachment in the Manage Attachments window.
2. Click .
3. Adjust any necessary settings and then click OK. Print controls are explained in the table below.

   

Printing controls

The Preview pane changes to reflect the settings.

Control	Function
	Change the numbers to adjust the margins. The default is one inch on all sides.
	Click an option to change the position of the image on the page. The green box represents your image. The default position is the center of the page.
	Normal – Original size Fit to page – Fits the image height or width to the margins, does not change image proportions Stretch to page – Stretches the image to fit all margins Specified size – You manually enter the width and height, in inches
	Raise or lower the value to lighten or darken the image. The default value is one.
	Opens a dialogue box where you can change printers or adjust printer properties.