How to Upload an Attachment to an Action

1. Navigate to the patient for whom you need to create an action:
   • Click My Patients in the sidebar
   • Click on the patient's name to open their profile
2. Click the action menu (⋮) in the top-right corner
3. Select Create Action
4. The "Create new action for patient [Name]" dialogue box appears
5. Fill in the required fields:
   • Enter the action Title
   • Search for and select the Assignee
6. Optionally set a Due date and Due time
7. Scroll down to the Attachments section
8. Click the Choose File button
9. Select the file from your computer using the file picker
10. The file uploads automatically and appears in the attachments list with a file icon and the original filename
11. To remove an attachment, click the trash icon next to it
12. To attach additional files, click Choose File again and repeat the process
13. Optionally enter a Detailed Description
14. Click Submit to create the action with all attachments

The Submit button will be disabled whilst files are uploading and requires both a Title and Assignee to be completed.

1. Navigate to the action you want to complete:
   • From a patient profile, click on the action in the Actions tab
   • Or from My Actions in the sidebar, click the action row
2. Click the action menu (⋮) in the top-right corner
3. Select Complete action
4. The "Complete action [ActionName] for patient [Name]" dialogue box appears
5. Enter the Action result (optional description of the outcome)
6. Scroll to the Attachments section
7. Click the Choose File button
8. Select the file from your computer
9. The file uploads and appears in the attachments list
10. Add more files if needed by clicking Choose File again
11. Click Submit to complete the action with attachments

1. Navigate to the action where you want to add a note
2. Click the action menu (⋮) in the top-right corner
3. Select Update Progress
4. The "Update progress on action [ActionName] for patient [Name]" dialogue box appears
5. If there are existing notes, you'll see a Previous updates section showing all prior notes with their dates, times, and authors
6. In the New update field (which has auto-focus), type your progress note
7. Scroll to the Attachments section
8. Click the Choose File button
9. Select your file from your computer
10. The file uploads and appears in the attachments list
11. Add additional files if needed
12. Click Submit to add the note with attachments

Note: You cannot submit a progress note without entering text in the New update field. The Submit button is disabled if the note is empty or files are uploading.

• When you click Choose File, your computer's standard file picker opens
• After selecting a file, the system validates the file type using MIME type detection
• Valid files upload immediately to secure Azure cloud storage
• The filename appears in the Attachments list with a file icon
• A trash icon appears next to each attachment, allowing you to delete it before submitting the form
• The Choose File button shows a loading indicator whilst uploading
• The Submit button is disabled during uploads to prevent incomplete submissions

If you select an unsupported file type, an error message appears: "Error: Unsupported file extension". This message disappears automatically after 3 seconds, and you can select a different file.

• Uploaded files display with their original filename and a file icon
• Click the trash icon to remove an attachment before submitting
• You can attach multiple files by clicking Choose File repeatedly
• Files remain in the dialogue if you make changes to other fields