NextGen Knowledge Center

Add Attachments from a Patient to Their Chart

  1. From the main toolbar, select the Inbox button.
    The Workflow window opens.
  2. Select the Patient Portal tab.
    The Communications, Prescriptions, Appointments, and Online Forms folders appear in the left pane. The messages appear in the right pane.
  3. Open a secure communication message with attachments.
  4. Select the Attachments tab.
    The attachments display with details in the Type and Item columns.
  5. Right-click the attachment row and do one of the following actions:
    • Select Add To Chart to include that attachment in their chart.
      Details for the attachment display in the Attachments tab on the Patient Portal Message window

    • Select Add All To Chart to include all attachments from the message in their chart.
  6. In the Add Patient attachment to chart window, select the category and encounter.
    When adding multiple attachments to a chart, an Add Multiple Attachments window displays the progress.
Add Attachments from a Patient to Their Chart