Attach Correspondence

  1. Open the Manage Attachments window.
    • Click Paperclip icon on the main toolbar.

    • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

  2. In the Document Type pane, select Correspondence.
  3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
  4. In the Payer Mix Information section, click the payer that the correspondence is for. If you opened the window from the Client Editor, then this step was done for you.
  5. Click Add button and then type a description for the document.
  6. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach correspondence

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