When you have an email account connected to your system, you can send files, images and X-rays to patients and specialists by attaching them to an email.

Sending Files, Images and X-rays

You must create your email first. For assistance with this, see the Creating Email Templates help article.

1. With your email created.
2. Click the Attach button.
3. Confirm the details on the Select Patient prompt.
   • Or you can search for the required patient if this field is blank.
4. The Select Attachment window will populate with all of the patient's contact documents from newest to oldest.
   • Use the Image Type dropdown menu to find other types of patient files and images.
   • Contact Document contains all documents.
   • Education Slide is a selection of informative slides to educate patients.
   • Estimate is all estimates for the patient.
   • Patient Photo holds any images relevant to the patient.
     💡Tip: Xrays will default to DICOM images which the recipient may not be able to open. Tick the option to Convert selected DICOM images to JPEG format to reduce the file size to ensure the recipient can open and view the file.
   • Find Other Files provides you access to files saved locally on your computer.
     💡Tip: Windows will default to Images, click the dropdown option and select All Files (*.*) if you wish to attach another file type.
     ⚠️Please Note: You can only select one file at a time when adding files using the other files functionality.
5.  Click any file you wish to attach and then double-click the file or use the >> arrows to move the file to the Selected column.
   💡Tip: If you accidentally add the wrong file, click the file in the Selected column, then click the << arrows to move it back to the Available column.
   ⚠️Important: If you opened the attachment to view it, make sure to close the opened window, as the email will not send until this has been closed.
6. When you have finished adding all required attachments, click Finish.
7. The attachments will be displayed in the Attach section at the top of the email.
   💡Tip: Most email providers limit the amount of data that can be sent in an email. Check with your email provider and ensure all files are within the limitations set by your provider.