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> Use this file to discover available pages before exploring further.
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# How to attach a Document to a Patient’s Chart

Documents such as Paper-based prescriptions, lab tests, Xrays etc. can be attached to the Patient Chart. Documents can be attached individually or as multiple files at one go. There are 2 ways to do this:

**Option 1: Documents can be attached during a current visit of the Patient.**

To attach Documents during a current visit:

**1.** Go to **Patient Chart** and click on the button beside the Clinic name at the very beginning of the Current Encounter/Visit sheet.

![](https://storage.crisp.chat/users/helpdesk/website/a929e5a3b041e800/dbe9593b-04d9-45b7-a215-336fb0_adic3l.png)

**2.** The current visit section expands, and you will see a button **Attach Files. Click on Attach Files.**

![](https://storage.crisp.chat/users/helpdesk/website/b83a24a725d0a000/7fffe221-07a9-4c26-af8e-8a4df1_wcnxty.png)

**3.** An **Upload Document** window will open. Select the **Document Category** from the drop-down and then you can either click on _Browse or simply drag & drop_ to upload single or multiple document files. Once all desired files are added, click on the **Done** button. File(s) now has been added.

![](https://storage.crisp.chat/users/helpdesk/website/61e9d23aa107a400/9ee27ec8-7234-487a-aa17-a56982_to2g34.png)

**4.** Once Saved, the Attach Document icon appears Green with a checkmark on it. You can download the uploaded file and delete it if required.

![](https://storage.crisp.chat/users/helpdesk/website/99d5a81777df8000/939c27c5-017f-4e4f-bd83-2fa026_of6pzw.png)

**Option 2: Add Documents to a Patient without starting a visit.**

_Please note that only one file can be uploaded through this method._

**1.** Go to the **Patient Medical Summary** and click on **Past EMR.** Next **click** on **Files** and then the **‘+’** button to add a new file.

![](https://storage.crisp.chat/users/helpdesk/website/839c5a03473d2000/555e75b8-19f5-4eb6-aebf-f90c65_1xghvw4.png)

**2.** A **Past Visit** section will open on the right side of the page. Click on the + button to add files.

![](https://storage.crisp.chat/users/helpdesk/website/3cf185dc9c89f600/55da64ec-c47d-4b9a-9540-f562cf_t8lud8.png)

**3.** A **Correspondence** window will open. Click on **Attachment**, then choose to _Browse or simply drag & drop_ the files and Upload. You can give this a _File Name_, set a _category_ and a _date_ as well. Also, add notes if necessary. Then hit **Save** once ready.

![](https://storage.crisp.chat/users/helpdesk/website/27c61e6565ebb800/f66cdd4b-d592-47b8-99f1-96566b_kw2ccb.png)

**4.** Once saved, you can now see the attached documents under **Past EMR | Files.**

![](https://storage.crisp.chat/users/helpdesk/website/1709b855fa9b1700/bdd5badf-0944-4392-b4d0-dae558_ppbewh.png)