Setup & Manage Documents in Dental4Windows

Setup & Manage Documents in Dental4Windows

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Dental4Windows Cloud: import to Document manager, create a folder, change file or folder view or delete a file or folder in document manager.

Dental4W Cloud: Import to Document Manager

Files and Folder can be important to Document Manager. 

When copying/moving files into Document Manager the following message will appear. Click OK to import the file from the client's local computer.

  1. Go to Patient Records > Document Manager tab
  2. Documents menu > Select Add files
  3. Click Copy files or click the  icon

  4. Select Network > Tsclient > select the drive where the document was scanned or saved

  5. Select the file and click Open

  6. The file will now be visible in Document Manager

Create New Folder in Document Manager

Create folders in Document Manager to group files for easy access. 

  1. Go to Patient Details > Document Manager tab
  2. Bring up the appropriate patient using the Find icon 
  3. Documents menu > Create New Folder
    1. Enter the name of the new folder
    2. Click OK

Change File or Folder View in Document Manager

InfoDocument Manager allows for folders, files and documents to be viewed in five ways, each are listed below. The following options are available when viewing Document Manager from its own tab, Charting, 3D Charting and/or Perio tabs. The way Documents are viewed in these tabs can be changed directly in that tab. First make sure Document manager is visible in Charting or 3D Charting see View Document manager in 2D or 3D Charting, or Perio see View Document Manager in Perio tabs. 

The view in Charting, 3D Charting and Perio tabs is set at whatever view is in Doc Manager by default. 

  1. Go to Patient Records > Document Manager tab
    1. Documents menu > Select preference / select from relevant icon
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  1. To change Document Manager view in a particular tab, go to Charting, 3D Charting or Perio Tab
  2. Right click in document area> Select the preferred method

Delete a File or Folder from Document Manager

When a file or document is not required (or placed incorrectly) against a patients' file in document manager, delete it. 

  1. Go to Patient Details > Document Manager tab
  2. Bring up the appropriate patient using the Find icon 
  3. Select the file/folder 
  4. Document menu > Delete file/folder

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