How to upload an attachment to an action

To create an action with an attachment:

  1. Navigate to the patient for whom you need to create an action.
  2. Click on the patient to view their patient profile.
  3. Click the action menu in the top right-hand corner of the screen and click ‘Create action.’
  4. Type in the action and who it should be assigned to, as usual.
  5. Click ‘Choose file’ and select the attachment you would like to upload.
  6. Check that the file appears in the dialogue box (see screenshot) and click submit.
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