🎥 Tutorial guide
Attaching Files to Notes
Attach supporting documents directly to a clinical note when the file explains, proves, or expands on what was written.
📎 Typical workflow
- Open the patient note.
- Click Attach File.
- Choose the document from your computer.
- Preview the attached file in the document panel.
- Remove the file if the wrong document was attached.
🗂️ Helpful uses
- Referral letters connected to a note
- Scanned reports discussed during a consultation
- Photos or images that support a clinical observation
- External documents that need to remain linked to the note
🔒 Check before saving: Make sure the attachment belongs to the correct patient and note before leaving the screen.
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Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.