How to Add and View Attachments to Notes and Client Record

You can add attachments to Chart notes, Progress notes, Treatment Plans, Discharge notes as well as to the client record directly.

Step 1: Click on Clients.

Step 2: Click on the eye icon, next to the client or start typing the name of the client in the top Client Search bar. Select the name and this will open the chart.

Step 3: Click on Notes.

Step 4: Click on the note you wish to add your attachment to Chart Notes, Assessment and Treatment Plan, Progress Notes, or Discharge Notes.

Step 5: Navigate to the note and click on the icon with a pencil.

Step 6: This will open the note. Scroll down and click on Add Attachment.

Step 7: Enter the name of your attachment and click on Choose File to upload your attachment from your computer. 

Step 8: Click on Upload.

Step 9: Click on Save changes.

Note: Your notes need to be created/saved first in order for you to add attachments to them. You cannot add attachments to notes that you already locked. If you plan on adding the attachment to your note and lock the note, add the attachment first and then lock the note.

To add an attachment to the client record, you can use steps below: 

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the client or start typing the name of the client in the top Client Search bar. Select the name and this will open the chart.

Step 3: Click on Documents > Attachments > Add attachment 

Step 4:  Select Browse for file and select the file > then select Upload. 

Once an attachment has been added to your note or Client record, you can view those attachments on your by selecting the eye icon next to the attachment. Once selected, our preview screen for that attachment will be visible and you can use the additional icons available to manipulate that preview further as shown below: 

You can select the magnify icons to zoom in and out of that attachment, or select the expand option near the top right to enlarge the preview window.