NextGen Knowledge Center

Attach a Document

When you attach a document from the patient's chart, it is added to the NextGen® PxP Portal document history after the message is sent. You can also include documents saved on your computer in a message.
  1. On the NextGen® Enterprise PM main toolbar, select the Mailbox button.
  2. From the list in the upper-right corner of the window, select Patient Portal.
    A list of patient portal folders appears in the left pane. A list of messages appears in the right pane.
  3. Select the New Message button. .
    The Patient Portal Message window opens.
  4. Select the Attachments tab.
    The Attachments window opens.
  5. Optional: To attach a document such as a Microsoft® Word®, Adobe® Acrobat®, image, text, or HTML file from your computer, on the Attachments tab, select Word button, and then select a file.
  6. To include a document from the patient's chart, on the Attachments tab, select Add an attachment button.
  7. On the Add An Attachment window, under Documents, expand the encounter dates.

  8. Select the documents you want to include, and then select OK.
    The attached documents appear on the Attachments tab.
The patient receives a notification for a message with multiple attachments after all the attachments are processed. The message displays the status of each attachment. If an attachment cannot process, its status appears as failed. If an attachment is being processed, its status appears as in process.
Attach a Document