Attaching files from the clinical system

Gwynneth Derere
Gwynneth Derere
  • Updated

When sending a message to a patient, you can easily upload documents directly from the patient's clinical record.

The Add attachment feature works in the same way for both EMIS and SystmOne.

SystmOne users must have the Patchs Toolbar installed

and

EMIS users must have EMIS usernames saved in Patchs.

Which files can I attach?

You can attach the following types of files:

  • PDF (.pdf)
  • Word (.doc and .docx)
  • PNG (.png)
  • JPEG (.jpg and .jpeg)
  • TIFF (.tif, .tiff, .tiff2)
  • RTF (.rtf)

The maximum file size for PDFs and Word documents is 5MB. For images it's 1MB. Larger images will be re-sized when attached.

How do I attach the files?

When drafting a message, you will see an Attach from clinical system button beneath the text field. Clicking on the downwards arrow will reveal two options: i) attach from clinical system or ii) attach from computer.

Having made your choice, you will be advised that there is a size limit to the file you can attach.

If you choose to attach directly from your clinical system, you will see a list of files from the clinical system that are available for you to attach.

 

The list displays the 100 most recent files that were added to the clinical system in the past 6 months.

You can search the list and select the file(s) you want to attach. Use the Attach files button to add them to your message.

All added files will show in the message dialogue. They can be removed by clicking the cross in the top-right. 

The Add attachment feature works in the same way for both EMIS and SystmOne. SystmOne users must have the Patchs Toolbar installed and EMIS users must have EMIS usernames saved in Patchs.

Trouble shooting

If you are experiencing issues and see an  an error stating that there was an “error retrieving documents from the clinical system”, you should try the following:

Deactivate and reactivate Patchs from the partner API list

EMIS Ball > System Tools > EMAS Manager > Partner API tab (bottom left of screen) > Select Patchs from the partner API list down the left hand side (it will have a green tick next to it on the left hand side)

> Select "Deactivate Application" at the top left

then 

> Select "Activate Application" at the top left.

This will reset Patchs and re-activate the API calls if any have become deactivated.

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