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Premolar I

Shared Attachments

In an effort to move toward a paperless system, our office scans insurance cards into PracticeWorks, Attachments. Is there a way to share attachments between patients so that we do not have to scan the card for each covered family member?

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Moderator
Moderator

Re: Shared Attachments

Unfortunately, it is not possible to share attachments between patients.  They are assigned to the patient's internal system ID and cannot be set to be used by more then one ID. 

Johnathan Downer | Technical Support Analyst
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Premolar I

Re: Shared Attachments

Hi I just saw your question regarding sharing attachments for same family. Are you scanning directly through PW or creating a PDF with the PDF to the desktop and then attaching to the individual(s)?

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CS Dental Employee
CS Dental Employee

Re: Shared Attachments

If it is something you are going to share among family members, it might be easier to scan the file into your scanning software (not into Attachments), and then upload the file into each patient's attachments. You still have to go to each family member, but at least you don't have to wait for the card to scan into each patient's chart.

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Premolar I

Re: Shared Attachments

Please consider this as an option for future upgrades.  Scanning and uploading an insurance card into each individual family member is extremely time consuming.

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Moderator
Moderator

Re: Shared Attachments

@tyson_edwards  - So you're aware of the suggestion

Johnathan Downer | Technical Support Analyst
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