Documents can be attached from within any pathway step of an episode.

Note: By configuration, functionality is disabled until potential server sizing considerations have been agreed.

 

• Add a document, click the 'Add' button

    

• Select the Category the document relates to from the drop-down list

    

• Click 'Select' button and search for file to be attached. Add Additional Comments if required. Click 'Save' to complete the process. Note: User will be prompted if file size is over pre-set limit, defined in System Configuration settings

   

• To view attached document(s), click 'Download' button 

   

See also: Attaching Referral Documentation