Insight EMR Quick Links
Attachments
Any paper documents that need to be attached to the record including Intake Paperwork, Signature Logs, etc. are entered as Attachments. Attachments can be images (JPG/PNG) or PDF files. You can enter attachments either in the EMR system or, an easier way, is to use the InsightGO method of attachments. There are two ways to enter attachments - either from the Schedule F3 tab or from within the Client Editor.
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Video Links
OPTION 1: FROM THE SCHEDULE F3 TAB
All Attachments are done with the Client Editor. To access Attachments from the Schedule F3 Tab, create the appointment for the patient and then, right click on the appointment to Add an Attachment. Then follow the steps below.
In the Document Type pane, select Case Record and choose the correct Cases. Then click ADD and type a name for the document. For example, "Signature Log - 12/2019). Then click ATTACH and browse to the file you would like to attach.
OPTION 2: CLIENT EDITOR
You can also access the Client Editor from within the chart, by clicking on the "Case Box" or anywhere in the EMR Program by clicking no the Client Editor Icon.
Case Box: The Red or Blue Box above the Topic Panel is the Case Box. Hover provides you with case details and a "click" on the box takes you to the Patient's