To attach a document to a message, follow the steps below.
From Document Management
- Navigate to Document Management: Practice Management > Document Management.
- Use the Patient Finder to search for the patient.
- From the Document List panel on the left, select the document you want to send.
- Click the Send button.
- A new message opens. The attached document will be located under Attachments. Complete the message as usual.
From a Message
- Create a message.
- Click on the Attach document(s) button.
- 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.
- Click the Use Selected Document(s) button.
- The attached document(s) will be located under Attachments. Complete the message as usual.