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Premolar I

Order of Attachments

Is there anyway to tag an attachment so it goes to the top of the list of attachments?  for instance, we scan our medical history filled out by our patients when they come into the office.  it would be nice to have all of the Medical History forms from each year to be at the top of the lists, so we do not have to search through attachments to find them.  

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3 Replies
Moderator
Moderator

Re: Order of Attachments

Michelle,

   What you are looking to do is currently possible by applying filters to your view if you are assigning a specific category to your attachments. If you don't currently have a specific category for your Medical History forms, you can add one by going to the Lists menu>Attachment Categories and clicking add.

Once you have your category to use, make sure to select it when adding an attachment

With a specific category assigned to those type of attachments, you can then quickly filter the attachments windows to only see those attachments. At the bottom of the attachments windows, add a check box to "Having Category" and select Medical History from the list. Then click on the "Apply Filters" button on the left to see only those attachments. You can also set it to only view those kind of attachments from a certain date range using the "Attachments date range" check box along with the "Having Category" option before applying the filter.

Though they will still be arranged oldest to newest, using these filters will make it easy to see what you want at glance.

Premolar III

Re: Order of Attachments

I would like to ask a similar question.  When I select "attachments" on the patient's clipboard, and the window with all of the attachments pops up, why can't I change the sorting order? The column header "Date" is able to be selected, yet when I click it, nothing happens.  We should be able to sort in whichever order works best for us (ascending or descending).

Moderator
Moderator

Re: Order of Attachments

@sonyap 

 

As of PracticeWorks v10.0 you are able to change the order the attachments are sorted in through a setting in the Configuration of CS Practiceworks (Green screen). 

Just in case, to get to the configuration

  • Click the Windows start button.
  • Go to the CS PracticeWorks folder and expand it. 
  • Select and open Configuration of CS PracticeWorks.

Once open:

  • Click on the Setup menu
  • Select General configuration.
  • Expand Preferences.
  • Expand Attachments.
  • Select Show the newest entries at the top.
  • Change the Value to Yes, to have it show in descending order.
  • Change the Value to No to have it show in ascending order.

You can set this for "Setting for this workstation" or "Setting for all workstations" depending on if you want it to show that way only on your machine or all.

Once Selected click on Save entry and close out of the windows. 

You do not have to restart Practiceworks to see the change. 

Johnathan Downer | Technical Support Analyst