Attaching Files to Clinical Notes

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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.

    FileUploadModal.png
  3. 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.

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