Managing Injury Report Attachments
How to use the specific 'Attachment' form in Injury Management for categorized and detailed document linking.
Managing Injury Report Attachments
Beyond general file uploads, the Injury Management module has a specific 'Attachment' form for adding categorized documents with more detail. This is useful when you need to record specific information about an attachment, such as its type or a relevant date.
You'll typically use this form when a field on another record (like an 'Episode of Care' or 'Return To Work Plan') specifically directs you to 'Add New' or 'Select' a categorized attachment.
Using the 'Attachment' Form
When you create or edit one of these specific attachment records:
- Date Entered: Date you are adding this record.
- Date of Report: The actual date of the document you are attaching (e.g., date of a medical report).
- Attachment Type: Select from the predefined list (e.g., "Claim Form", "Medical Report", "Email").
- Brief Description: Provide a clear description of the attachment.
- Notes: Add any further relevant details.
- Then, upload the actual file using the standard attachment interface. (See 'Adding Attachments' in General Features for the file upload process itself).
Submit the 'Attachment' form to save the record and link it. This keeps your injury-related documents organized and easy to understand.
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