Introduction

You can attach files (such as documents, images, or PDFs) to actions at three different stages: when creating a new action, when updating progress on an existing action, or when completing an action. Attachments help you keep important documentation connected to patient care tasks.

Before You Start

You must have permission to create or update actions (standard Clinical User role or higher)
Ensure you have the file you want to upload saved on your device
Files must have a valid file extension (the system validates file types automatically)
No special setup required

Steps

To attach a file when creating a new action:

Navigate to the patient profile for whom you need to create an action
Click the action menu (⋮) in the top right corner and select Create action
A dialog appears titled "Create new action for patient [Patient Name]"
Fill in the required fields: Title (the action description) and Assignee (who should complete it)
Scroll down to the Optional Information section
Under the Attachments label, click the Choose File button
Select your file from the file picker dialog
Wait for the upload to complete - the button will show a loading state during upload
Your file appears in the attachments list with a file icon and filename
If you need to remove the attachment, click the trash bin icon next to it
Complete any other optional fields (Due date, Due time, Detailed Description)
Click Submit to create the action with the attachment

To attach a file when updating action progress:

Open the action you want to update from your actions list
Click to update progress on the action
A dialog appears titled "Update progress on action [Action Name] for patient [Patient Name]"
The dialog shows any Previous updates from other team members
Enter your progress note in the New update field (required)
Under the Attachments label, click the Choose File button
Select your file from the file picker dialog
Wait for the upload to complete - the button will show a loading state
Your file appears in the attachments list with a file icon and filename
If you need to remove the attachment, click the trash bin icon next to it
Click Submit to add your progress note with the attachment

To attach a file when completing an action:

Open the action you want to complete from your actions list
Click to complete or close the action
A dialog appears titled "Complete action [Action Name] for patient [Patient Name]"
Enter the outcome or result in the Action result field
Under the Attachments label, click the Choose File button
Select your file from the file picker dialog
Wait for the upload to complete - the button will show a loading state
Your file appears in the attachments list with a file icon and filename
If you need to remove the attachment, click the trash bin icon next to it
Click Submit to close the action with the attachment

Tips

Multiple attachments: You can upload multiple files by clicking Choose File again after each upload completes
Supported file types: Most common file formats are supported (PDF, images, Word documents, Excel spreadsheets, etc.). If you see an "Error: Unsupported file Extension" message, try converting your file to a standard format
Upload in progress: The Submit button is automatically disabled while files are uploading to prevent accidental form submission
Remove before submit: You can remove any uploaded attachment before submitting the form by clicking the trash bin icon - this won't delete previously saved attachments, only removes attachments you just added
File visibility: All team members who can view the action can see and download attached files
Viewing attachments: After submission, you can view all attachments from the action detail page, organized by when they were added (creation, progress updates, or completion)

How to create an action: Learn more about the action creation workflow
How to update action progress: Add notes to track action status over time
How to complete an action: Mark actions as done when care tasks are finished

How to Upload an Attachment to an Action