Attaching Files to Clinical Notes


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

  1. From the clinical note, click Add Files.

  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.


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


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


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

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