This quick guide outlines the steps required to view the properties associated with a file, letter, or folder in both single-clinic and multi-clinic practices.
This article includes the following topics:
Section I - Viewing File, Letter, and Folder Properties in Single-Clinic Practices
Section II - Viewing File, Letter, and Folder Properties in Multi-Clinic Practices
Section I - Viewing File, Letter, and Folder Properties in Single-Clinic Practices
- In the Sidekick, locate the patient.
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Within the Sidekick, click Files and Letters.
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In the Files and Letters module, click the More Options menu (three dots) within the applicable row.
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In the drop-down list, click Properties.
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The Properties window opens and displays the following information:
- Type - Indicates if the item is a file, letter, or folder
- Size - Displays the size of the file or letter (N/A for folders)
- Location - The patient associated with the file or non-default folder
- Created - Date/time the item was created
- Created by - Name of the user who created the item
- Last modified - Date/time of last modification
- File ID - The unique ID number attached to the item
- With the Properties window open, click any other row to quickly view its properties.
Section II - Viewing File, Letter, and Folder Properties in Multi-Clinic Practices
- In the Sidekick, locate the patient and click Files and Letters.
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Click the More Options menu and select Properties.
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The Properties window for multi-clinic practices includes these additional fields:
- Created at - The name of the clinic where the item was created
- Modified at - The name of the clinic where the item was last modified
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