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How to Use Attachment Manager

  • Updated

To become more familiar you can watch the video here: Attachment Manager

The Attachment Manager enables users to select medical items for export, faxing, or inclusion in electronic messages, eForms, or letters.

Making it easier to share medical content with patients or other recipients in a consistent way across OSCAR Pro.

Accessing Attachment Manager

Navigate to the eChart of the desired patient and click the Attachment Manager icon at the bottom of the eChart:

Tip! You can set the Attachment Manager to a Quick Link on your schedule through preferences.  

Go to Preferences > Scroll down to Enable Attachment Manager Link on the schedule > Check off > Update.

This will display as AM: 

Navigating Attachment Manager

The screenshot below showcases the main Attachment Manager module.

Let's break down the different areas and functions.

User Preferences can be located in the top right corner, this allows a user to choose how the items are listed in the Attachment Manager, and to hide empty categories:

Category: Indicates the category under which individual items can be selected. Categories can be clicked to expand/collapse all items below it, as well as the arrow on the far right

Checkbox: Used to select or de-select an individual item. By checking off the box beside a Category, all the items in that Category will be selected:

Eye Icon: Displays a preview of the associated item

SELECT/DESELECT ALL and Search: Buttons to select all or de-select all, and search by key word:

SELECTED: Separate panel to display and preview currently selected items

PRINT: Exports selected items to a PDF Document

FAX: Opens the FAX panel to trigger a fax of selected items to desired recipients

EMAIL: Opens Ocean Email Message to patient automatically with selected attachments saved

SAVE FOR OCEAN: Loads selected items that can be used for Ocean Email Message or Ocean Refer. 

Selecting Items in Attachment Manager

The items in the Attachment Manager are broken down into their respective medical record categories such as Documents, Encounter Notes, Labs, Family History, etc.

Selected items are included when exporting to PDF, faxing, or attaching items to an electronic message (via Ocean integration)

Before selecting items, the following functions can be utilized to minimize the time it takes to locate a specific item

  • Search list of items by keyword
  • Use a date range to narrow down list of items
  • Use COLLAPSE ALL to limit the number of items showing on the screen

To select individual items, click the box beside the title of the specific item. Selected items have a checkmark inside.

To select all items under a specific Category (such as Documents), click the box beside the title of the Category

To select all items available in the Attachment Manager, click the SELECT ALL button at the top left. This selects all items within all categories.

Except for eDoc. SELECT ALL skips any eDoc selection as these do not belong to the specific patient

To de-select all currently selected items, click the DESELECT ALL button at the top left. This de-selects all previously selected items.

To search by a key word, type into the Search Attachments box: 

To search by date, click inside the Date Range field. Use the quick pick items like "This Week" or "Last 6 Months" to easily input a date range

You may use the EXPAND ALL or COLLAPSE ALL button to find what you need faster. Clicking COLLAPSE ALL will minimize all the categories going forward. Limiting the need for minimizing or scrolling on a regular basis.

 

Reviewing and Adjusting Selected Items

At any point of the process, clicking the SELECTED button at the top right opens a new panel with all currently selected items.

This provides the option to view currently selected items or remove undesired ones.

  • Clicking the eye icon displays a preview of the specific item
  • Clicking the - removes the item from being selected
  • Clicking the X closes the SELECTED panel

When inside the FAX panel, click BACK TO ATTACHMENTS to navigate back to the main Attachment Manager section to select more items.

You may switch between FAX and BACK TO ATTACHMENTS without losing any of your selected items.

A Cover page can be included on the fax by enabling the toggle. The clinic details are included automatically in the cover page.

Fax recipients can be entered by searching the Specialists List, or a fax number can be manually entered in the Other box and click +.

Including eDocs in Attachment Manager

eDocs are generic documents shared between all users, and dont belong to a specific demographic. Users can use the Attachment Manager to include generic documents like instructions, reminders, and the like.

eDocs no longer appear by default. Users must choose which eDocs will be available for selection in the Attachment Manager. 

eDocs can be selected to appear in Attachment Manager when creating or editing an edoc. To make an existing eDoc appear in the Attachment Manager:

  • Navigate to eDocs (top of schedule)
  • Locate the desired eDoc item and click Edit icon
  • Checkmark Show in Attach. Manager
  • Click Update to save

Result: the associated item now appears for selection in Attachment Manager for all users

Workflows

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