View and Print Attachments

When you send a fax from INSIGHT, the fax is saved as a PDF. You can view the PDF in the Attachments tab in the Client Editor. INSIGHT identifies faxes in the Type field.

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. Click the Attachments tab or press F6.
4. Click the fax that you want to view.

   Here is an example of a clinical report that was faxed to a referring physician.

   

Fax controls

Hover the mouse over the fax to see the control panel. It is very similar to other PDF-viewing programs.

Control	Function
	Save a copy of the document.
	Print the fax.
	Page up or page down.
	Page number and number of pages in the document. Change the first number to jump to a different page.
	Decrease or increase document magnification.
	Use the PDF controls.

You can view the documents scanned into INSIGHT directly and files attached to patient records in the Attachments tab in the Client Editor. INSIGHT identifies what the document is in the Type field.

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. Click the Attachments tab or press F6.
4. Click a document to view it.

   Here is an example of a home exercise program that was emailed to a patient.

   

Attachments tab controls

Control	Function
	In the Attachments tab, if you select Show Documents for All Cases, then you will be able to see all attachments for all cases. However, you will not be able to edit, move, or delete attachments that are related to other cases.
	In order from left to right: fit page height, fit page width, and view full size (100 percent).
	Selection zoom; drag to select an area and then click the to magnify that area.
	The number is the magnification; change it to change the magnification. Click to decrease magnification 25 percent, click to increase magnification by 25 percent. Click up to increase magnification by 5 percent, click down to decrease magnification by 5 percent.
	Page number and number of pages in the document. Change the first number to jump to a different page, or click the arrows to navigate forward and back through the document.
	Enter a page number to jump to that page.
	Print the attachment.
	Do not use unless you are reassigning the same Physiotec Home Exercise Program (HEP) exercises from a prior appointment to the current appointment.

The controls in the Manage Attachments window are fully documented in Attach, Edit, and Print Documents.

You can view documents that have been attached or scanned into INSIGHT, but not faxes.

1. Click to open or click in the Client Editor to open the Manage Attachments window.

   

2. In the Document Type section, select the kind of document that you want to view.
3. In the Name list, click the name of the patient for whom you want to view documents.
4. If the patient that you select has a scanned document in the selected category assigned to their record, then INSIGHT displays the document.

   

   View controls are similar to Attachments tab controls.

Attach, Edit, and Print Documents

Delete or Reassign Attachments

Troubleshoot Attachments

Create, Print, and Fax Letters