From a client record, click on the Email icon to open the Email page.
In various email screens, such as client or referral emails, an Attachments button is available. Click on this button and two options are available: Local and System.
Local - will bring up a File Browser window to attach a file on your local computer or device.
System - will bring up a new attachments screen:
The document types listed on the left pertain to the area of the program the attachments are being pulled from. (Example: “Practice” pulls from the practice documents and images, “Client” pulls from the client documents, “Medical Record” pulls from the patient’s Medical Record, etc.)
- Click
to preview the attachment in the “Attachments View” to the right. Only images can be previewed.
- Click
to attach the file to the email. You can choose as many as you wish to attach.
- Click
, located to the left of the Name column, to start over and reset any current previews or attachments made.
- After you click Done, the attachment(s) will be displayed below.