How to Upload an Attachment

Overview

Attachment allows you to store important files directly within Core Practice, such as patient documents, images, referrals, or reports. Uploading attachments ensures all relevant information is easily accessible in one place.

How to Upload an Attachment

1. Open the Patient Profile of the patient you want to upload the attachment for
2. Navigate to the Attachment tab
3. Click Upload Attachments tab
   
   
    
4. Select the file from your computer
5. (Optional) Enter a description or notes to the file
6. Click Save
   
   

The attachment will now appear in the patient’s Attachments tab.
 

File Size Limit

The maximum file size for attachments is 19 MB.

If your file exceeds, you will need to compress or reduce the file size before uploading. You can do this using a third-party application or an online file compression tool.

Best Practices

• Use clear and consistent file names so attachments are easy to identify
• Add a description to provide context for the document
• Avoid uploading duplicate files to keep records organized
• Compress large files before uploading them to avoid errors

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!