Attachments
In this tutorial, you will learn how to attach and upload images and documents on your patient records.
About the Attachments Extension
WRMD’s Attachment Extension allows you to attach pictures and documents to your patient records. With this extension, that picture you took of the animal’s wound or the photo the rescuer sent of that animal out in the wild can be stored directly in the patient’s record. Also, you can even attach that PDF of those lab results or a scan of all those handwritten notes you made on a particular patient.
Activating the Attachments Extension
Note: Users with Admin or Super Admin status are able to access the Extension Features in Settings.
Step 1
Visit https://www.wrmd.org/signin and log into your account using the username and password that you registered with.
Step 2
Access your account settings. Click on the arrow next to your name in the top right corner and choose settings from the drop-down menu.
Step 3
On the left sidebar, click on All Extensions in the Extensions panel on the left side.
Step 4
Activate the Attachment Extension by clicking the Attachments button. Once activated, it will always be available until you deactivate it.
You will be able to access the Attachments function through any Patient Record under the tab labeled Attachments.
Uploading Attachments
Step 1
Visit https://www.wrmd.org/signin and log into your account using the username and password that you registered with.
Step 2
Open the Patient Record of the animal that you want to attach documents/photos to.
Step 3
Click on the Attachments tab.
Step 4
There are two ways to upload documents. You can either drag and drop them into the panel or click inside the panel to search for the document you wish to upload. Only images (.jpg, .gif or .png) or files in the following format: .pdfs, .txt, .doc and .xls can be uploaded. Each individual file must be smaller than 5mb.
Step 5
Once uploaded, the file will appear as a thumbnail and will always be available to you.
Previewing Image Attachments
Step 1
Open the Patient Record of the animal whose attachment you want to view.
Step 2
Click on the Attachments tab.
Step 3
Click on the image thumbnail.
Step 4
When you click on the image file, you can see a bigger version of the image. In the Attachment Details panel, you can change the name of the file, add a source, or give a description of the image.
If your policy is to not delete incorrect files, you can check the box indicating that the file is a correction for a previous one.
You can also delete the file by clicking on the pink Delete Attachment button.
You can see the original file by clicking on the blue Go To Original File button.
Step 5
If you made any edits, click the green Update Attachment button.
Previewing Document Attachments
Step 1
Open the Patient Record of the animal whose attachment you want to view.
Step 2
Click on the Attachments tab.
Step 3
Click on the thumbnail of the document.
Step 4
To see the details contained within a document, click on the blue Go To Original File button.
In the Attachment Details panel, you can change the name of the file, add a source, or give a description of the image.
If your policy is to not delete incorrect files, you can indicate, in the checkbox, if this file is a correction for a previous one.
You can also delete the file by clicking on the pink Delete Attachment button.
Step 5
The document will open in a new window where you can preview the details in full screen. You also have access to other tools such as downloading and printing.
Step 6
To exit the document screen, just close the window.
Deleting Attachments
Step 1
Open the Patient Record of the animal whose attachment you want to view.
Step 2
Click on the Attachments tab.
Step 3
Click on the image or document thumbnail.
Step 4
Click the pink Delete Attachment button.
Your file will be deleted.