> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.clinicea.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to use Document Manager from inside the EMR

Clinicea gives you the option to manage common Clinic Documents and send them as attachments via Email to Patients or External Contacts like Referring Doctors, Labs etc. The Documents once uploaded, can be accessed by Clinic Staff and can be used for all Patients via the Document Library.

_For Example: Let us assume you need to send out a Pre and Post Treatment Guideline to one of your Patients via Email. You can upload the Document for this Patient and send it by Email. The Document then gets saved in the Library, which can be re-used later._

Let us have a look at how to use the Document Manager on Clinicea:

**1.** Select a **Patient** and open up the **Patient Chart** | now click on **Print.**

![](https://storage.crisp.chat/users/helpdesk/website/2a89bd023a4bc400/e9dad606-4d86-4cab-a118-23fea3_1hjh73g.png)

**2.** This opens the Print Editor and a fly-out opens up on the right side of the screen with 2 tabs: **Templates** and **Library |** click on **Library** | now click on the **“+”** button beside Search.

![](https://storage.crisp.chat/users/helpdesk/website/5abb84a05ed1bc00/1ea157db-4c80-4fa9-83d8-bbfe26_ag6v3a.png)

**3.** A **Document** window will open | Now select a **Document Category** from the drop-down menu or type in _Ex: Patient Handout_ | click on **Browse** to upload the document. Alternatively, you can also Drag & Drop the file on to this page. _Ex: Before and After LHR Advice_| **Done.**

You can select up to 6 documents at a go.

[![](https://storage.crisp.chat/users/helpdesk/website/c7d9ddb150acc800/2035480b-416d-4f21-ad28-c8bebb_1btvy96.png)

**4**. The Document has been added to the **Clinic Library**, you can now see the Document appear in the Library section on the right-hand side of the page. You can Email the document by clicking on the **Email icon** beside the Document name.

![](https://storage.crisp.chat/users/helpdesk/website/f21d5bd183ab9000/f7cc5c17-3d9b-4594-bd8b-ce4b7d_kd3d64.png)

**5**. On the left side of the screen, you will get an option to enter the Email Details.

Click on the **+button** or type in the **Email to** field | **Subject** is auto-populated, type in if you want to edit the subject | add in the **Content** | click on **Send Email**.

The Attachment and the Prescription have added to the Email automatically.

![](https://storage.crisp.chat/users/helpdesk/website/ec07e9d67e13e800/e5aa5d8d-35d9-4936-8be5-40c7b0_vog3p2.png)

**6.** You can **Edit** or **Delete** the Document details by clicking on the three vertical dots at the extreme right of the screen.

![](https://storage.crisp.chat/users/helpdesk/website/8d147c3a491d2800/a3d34cea-5f91-4e32-bf0c-dec857_8hblmh.png)

**7**. A **Correspondence** window will open for **Edit** option, you can download the Document by clicking on the **Download icon** | you can edit the **File Name**, **File Category**, **Date** | you can select the name of the Staff from the **Send/Received By** field | you can add **Notes** and **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/9c1ef686c32ca800/8a57c52c-5765-4fcb-a681-78ec30_pa31zm.png)

**8**. Once the Document is saved and the email is sent, you can access it from **Past Others** in the summary section. Click on **Communications** and the email sent will be listed here.

![](https://storage.crisp.chat/users/helpdesk/website/1a0cbe345f222f00/05d1b9a0-b56e-4165-aa19-7c1f14_duk09b.png)

**9**. Click on **Past EMR|** the Document will appear in the **File** list. You can also mark the document as _Important_ by clicking on the **Flag icon** to turn on.

![](https://storage.crisp.chat/users/helpdesk/website/f5ccd76b8716b000/621cae2c-18a5-4b30-b960-1d6be6_1q72q9q.png)

**10.** The important documents list will be shown in the patient medical summary screen under **Important Documents** tab.

![](https://storage.crisp.chat/users/helpdesk/website/621f2c7e94b64400/646281ce-561c-4e8c-9990-a404c1_hqgbde.png)