Attaching Files to Clinical Notes

Follow

You can attach a file to a clinical note by following the steps below:

  1. From the clinical note, click Add Files.

    ClinicalNote_AddFiles.png
  2. Click Upload Files to select the file(s) from your computer, or click-and-drag the file into the area to upload it. You can upload up to 10 files at a time.

    A pop-up titled "File Upload" with a button labelled "Upload Files"
  3. After uploading a file, it will appear in the File Manager. Click the file to add it as an attachment.

  4. Select Clinical to limit access to the file to the patient's practitioner(s) and users with Clinical Access only. Select General/administrative to allow all users to access the file.

    ClinicalNote_AddFiles2.png

You can email the clinical note by clicking the triangle next to the blue button in the top-right, then selecting Email:

ClinicalNote_Email.png

To include the attachment, click Add File in the Attachments section.

Note

You may wish to use secure messaging to send sensitive information instead of email.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.