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iConnect Helpful Tips – APD iConnect
iConnect Helpful Tips for December
Opening multiple attachments that are within the Notes tab
When there is a need to review all the attachments within one note, are users required to open each attachment then close that attachment to then open another?
No, when the user clicks on one attachment, the file will download onto their device, so the user can open multiple files at one time by downloading all the files and opening them from the device. This allows for multiple documents to remain open at the same time until the user closes them.
Where do we find Alert Notes now?
Alert Notes are important Notes to inform the providers of a significant change regarding their client. Based upon user feedback, the Alert Note pane within the Consumer column is now below the Note pane, so all Note types are in close proximity to each other in order to save users time and prevent confusion when reviewing for unread notes.
