Reports - Company Documents

This feature works much like the Attached Documents does for case records. It allows you to attach templates for any type of document created with other software on your system such as Word, OpenOffice, WordPerfect, etc. By utilizing this feature, access to blank forms used often in your business can be accessed within the QuickEMR system.

The first screen above lists all of the company documents already "attached" to the system. To open an existing document, simply double-click on it. The edit the Type, Title, or Location of the document, highlight the row to edit and click the Edit button.

There is also an option to right-click on a document and choose "Fax" or "Email" to fax or email the document from within QuickEMR. In order for this feature to operate correctly, you must have the Fax Settings and Email Settings set up properly in the Options area. Keep in mind that since this area is mostly used for blank forms that you might print out for patients to fill in, you might be faxing or emailing a blank form.

 

When adding or editing a company document, the window above will open.

• Select a Type of document from the drop down list. To add a new "Type" to the drop down list, right-click on the button to the right of the Type field and select "Add new description".
• Enter a descriptive title for the document
• Click the folder button to the right of the "Location" field to browse to the document. The file will be copied th the "Attached Documents" folder located under the "Data" folder where the main database resides.

 

When opening a document attached to the system, the document's associated program will actually open the file. That is, the software that created the file will launch and open the file where it can be edited or printed. In the example below, we are opening a word processing file that was created with OpenOffice Writer. Notice the title bar in the window shows that it is opened in the software that created it. Use the associated programs menu system to edit or print the attached document.