Install Save to Disk Plugin

Location: Updox Central

Before installing the Save to Disk plugin:

Verify Updox Central is installed.

If the Updox-Sync/Updox Connector is installed, uninstall it.

To install the Save to Disk plugin:

1.Go to Updox Central.

2.Click Plugins tab.

3.Click Save to Disk plugin.

4.Click Install button.

5.In the Install pop-up window, choose the file save folder.

6.Configure the plugin:

Base Directory – select the base folder for saving files.

Patient Folder Pattern – specify the pattern for naming patient folders.

oDefault = Last Initial/Last Name, First Name/Category [LI]/[LN],[FN]/[C]

oYou may change the pattern by using any combination of the pattern variables listed below.

Patient Filename Pattern – specify the pattern for naming patient files.

oDefault = FirstName LastName – Title Date [FN] [LN] – [T] [D]

oYou may change the pattern by using any combination of the pattern variables listed below.

7.Click Close. The Updox Central window reopens.

8.Click Close to exit Updox Central.

Pattern Variables

Variable	Name	Information Source
[C]	Category	User chooses when saving the file
[D]	Date	Today’s date unless user changes when saving the file
[FN]	First name	Auto set to patient’s first name
[LI]	First initial of last name	Auto set to first initial of patient’s last name
[LN]	Last name	Auto set to patient’s last name
[T]	Title	Use enters when saving the file

The Save to Disk plugin for Updox Central replaces the Updox-Sync/Updox Connector.