How to Include a Document in a Patient Message

Including a Document in a Patient Message

You can attach one or more documents to a patient message. The patient receives a secure link to view and download them.

Steps

1. Open the message composer (see How to Send a Patient a Message)
2. Click the +Document button in the toolbar
3. A document picker will open showing the patient's recent documents
4. Select one or more documents by clicking the checkbox next to each
5. Click Add Documents to confirm

The selected documents appear as a block in your message showing the document name and file size.

What the Patient Sees

When the patient clicks the secure link in their message:

1. They verify their email address (one-time password)
2. They can view each document in the browser
3. They can download documents to their device

Tips

• You can attach documents from the patient's record, Google Drive, or SharePoint (if connected)
• To remove a document, click the × on its block in the message
• You can combine documents with questionnaires and booking links in the same message — the patient gets one link for everything

Link Settings

When you attach documents, you can configure:

• Expiry — how many days the link stays active (default: 7 days)
• Watermark — add a watermark to documents for security
• Download confirmation — track when the patient downloads the file