How do I attach document through message?

To attach a document to a message, follow the steps below.

From Document Management

  1. Navigate to Document Management: Practice Management > Document Management
  2. Use the Patient Finder to search for the patient.
  3. From the Document List panel on the left, select the document you want to send.
  4. Click the Send button.
  5. A new message opens. The attached document will be located under Attachments. Complete the message as usual.

From a Message

  1. Create a message.
  2. Click on the Attach document(s) button. 
  3. This will open the Search for Documents window. Select the document. To add more than one document, press the Ctrl button on your keyboard and click on additional documents. 
  4. Click the Use Selected Document(s) button.
  5. The attached document(s) will be located under Attachments. Complete the message as usual.