Creating Default Folders for the Files and Letters Module

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This quick guide outlines the steps required to create a default folder within the Files and Letters module.

1. In the Sidekick, click the More menu, then click Administration within the drop-down list.

   

2. In the Administration menu, within the Patient management drop-down list, click Files and letters.

   
3. The File Management module displays one of the following two options:
   • Option A - No Default Folder Created
   • Option B - Create Another Default Folder

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Option A - No Default Folder Created

1. If a default folder has not been created, click the New default folder button.

   

2. In the New default folder dialog box, enter the folder name and click OK.

   

Option B - Create Another Default Folder

1. To create another default folder, click the New folder button.

   
2. Enter the folder name and click OK. The folder is now created and will appear for all patients.

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4. To view a default folder, in the Sidekick, click Files and Letters.

   

5. The Files and Letters module displays all default and non-default folders. Default folders are preceded by a folder icon containing a star.

   Note: Non-default folders are created within a specific patient's account and do not contain a star; these are only visible for that specific patient.

   

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