Attach a Driver's License or Picture ID

  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.

    • On the Personal Information tab in the Client Editor, click Add ID Card button.

      Click Add ID Card

  2. In the Document Type pane, select Driver's License / Picture ID. If you opened the window from the Client Editor, then this step was done for you.
  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. Click Add button and then type a description for the document.
  5. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach ID Card

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