To attach a file to a patient or client profile:
Navigate to applicable patient or client
Click on "documents," and select "new attachment"
Drag the file from your computer's file manager to the "Attachment" field of the New Attachment form (or click the field to browse the files on your computer). Alternatively, you could select an attachment from your Attachments Library. To learn more about adding attachments to your library, click here.
Complete the rest of the form
Click "save"
To attach a file to a medical record:
Create a new medical record
Drag the desired file(s) into the "documents" field at the bottom of the form
Click "save + done"
To attach a file to a medical note:
Navigate to the applicable medical note
Click on "documents," and select "new attachment"
Drag the file from your computer's file manager to the "Attachment" field of the New Attachment form (or click the field to browse the files on your computer)
Complete the rest of the form
Click "save"
To view all of the attachments for a patient or client:
Navigate to the applicable patient or client profile
Click on "documents" and select "view attachments"
To learn how to annotate an attachment once you have loaded it into a patient record, click here . |
You can upload multiple files at the same time, so long as the combined size of the uploads is 150MB or less. |
When working on a mobile device (such as a tablet), you will be prompted to take a new photo or video, or to upload a photo or video from the device's library rather than being able to navigate to the device's desktop. |