Skip to main content

Add a referral attachment

You can upload a new file attachment directly from a referral.

Attachments added this way are also accessible from the patient's Files panel.

  1. Select Add New Attachment  
  2. Select Choose File to find the file you want to upload
  3. Optional: Add a Description of the file
  4. Optional: Select a File Type from the drop-down menu
    • File types are tied to provider permissions. If a provider does not have permissions to access a certain feature, such as Financials, they will not be able to access files types related to that feature.
    • File types include:
      • Charting
      • Financials
      • Documents
      • Imaging
      • Scheduling
  5. Select Upload
  6. The attachment is now linked to the referral

To review a file after you add it to the referral, select the file's title listed in the referral.

  • Depending on the file type it will either display a preview or download to your computer for viewing and printing. File types that can show a preview include PDF, JPEG, PNG and STL.

To remove the attachment link from the referral, select X

  • Attachments that you unlink are still accessible from the patient's Files panel.