Can I attach files to emails?

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You can attach files to any email sent through Halaxy except for email reminders. Just click Add File when you're sending an email and you'll be able to upload a new file or select a file you have previously uploaded to Halaxy.

Email_AddFile.png

Attachments must be smaller than 30MB. Most file types are supported.

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.

    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.

Attaching Files to Communication Templates

You can attach a file to any email communication template so that whenever you use the template, the file is automatically attached. To attach a file to a communication template:

  1. Click Settings > General.

  2. In the Clinical Settings section, click the pencil icon next to Communication Templates.

  3. Click Add Email or click an email communication template from the list.

  4. Click Add File.

  5. 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.

    CommunicationTemplate_AttachFile.gif
  6. Click Submit.

RESULT: Whenever you select the communication template when sending an email, the attached file will automatically be attached.

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