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This is how to create a custom attachment field and how to use it on the client screen.

To create an attachment custom field:

  1. Login to CAREWare
  2. Goto Administrative Options>Custom Features>Custom Client Fields
  3. Click Add/Edit/Activate Controls
  4. Click Create New Control
  5. Provide the field name for the attachment
  6. Choose Attachment from the Control Data Type pull down menu
  7. In the Allowed Field Types enter the allowed attachment extensions.
    Note: The ; is required between each extension
  8. Click on the three dots in a box for Control Types
  9. Click Add
  10. Enter a control type name to identify the separate attachment extensions or the category for the attachment
    Ex. Xray or JPG
  11. Click Save
  12. Continue adding control type names for each category necessary
  13. Click Exit
  14. Click Save
  15. Make sure the new attachment field is Active = Yes and close back to main menu

To use the attachment field on a client:

  1. Login to CAREWare
  2. Find a client
  3. Go to the Custom Tab 1*
  4. Click on Attachments **
  5. Click Attach New Fields
  6. Browse for the file on the local PC and select it
  7. Click Open
  8. Select the Control Type from the pull down menu
  9. Enter any comments necessary
  10. Click Save

  • The attachment custom field can vary by location; i.e. custom tab 1, 2, 3 or custom subform

  • If you called the attachments field something else, then look for that name on the tab.

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