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Sending files and records in messages

Send supported files, images, and patient records through secure messaging.

You and your patients can use secure messaging to share files and clinical information.

What you can send

  • PDF files: Medical reports, letters, prescriptions, worksheets, and educational materials.

  • Images and photos

  • Treatment plans: Use the share option on the treatment plan.

  • Invoices: Sent invoices appear automatically in the patient’s conversation.

  • Patient records: Patients can send prior records to you.

Note: Video files are not supported.

Attach a file

To attach a file:

  1. Select the + icon beside the message box.

  2. Choose the file from your device.

  3. Wait for the file to appear in the conversation.

Clinicians and patients can download files they receive.

Important: Confirm that you selected the correct patient before sending sensitive information.

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