Adding an Attachment

To add an Attachment to a patient record:

  1. From Consultation Manager , select the patient required and start a consultation if required.
  2. Select Add - Attachment, remember you can press Alt+A then Alt+M if using the keyboard.
  3. The Attachments - Add screen displays. Complete as required:
    • Event Date - Defaults to today, update as appropriate.
    • Clinician - Defaults to you if you are a clinician or the registered GP, update as appropriate.
    • Reviewed - Relates to CDA documents and is updated when a task is actioned.
    • Originator - Complete as required.
    • Entered by - Complete as required.
    • Author - Complete as required.
    • Type of Attachment - Select from the available list.
    • Third Party Attachment - Tick if appropriate.
    • Summary - Enter a short free text summary of the attachment to display in the patient record.
  4. Select Attach and navigate to the file you require.
    Note - For security, some files are prohibited, see Attachments - Prohibited File Types for details.
  5. Select Open, a copy of the image is added to the patient's record.
  6. Select OK to save and close.

Please note:

  • For e-Referrals, you need to move any attachment needed for the referral into the message problem (refer to the e-referral on-screen help).
  • If you want to send a guideline as an attachment, for example, with a referral, select Attachment Add from the Guideline toolbar which saves the guideline as a .gif file, this works best for guidelines with blue or black on white backgrounds; and less well for coloured guidelines.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.