If you are a Track or Coordinate user, you can add an attachment to a referral and upload attachments to a client’s profile.

Attachments when creating a referral

When creating a referral, you can add an attachment by clicking the Browse button from the referral form. 


Select a file from the upload dialogue in your browser window.


The file name will appear in the referral form. You can delete the attachment before creating your referral by clicking the X icon alongside the attachment name. 

Note: You can only upload one attachment to a referral at a time. 

You can also add additional attachments to a referral from the referral page. Click the Upload Attachments button to add an additional attachment. 

Attachments on a Client Profile

You can add attachments to a client’s profile by clicking the Add Attachment button on the profile page.

From the attachment form, click the Browse button. 

Select a file from the upload dialogue in your browser window.

The file name will appear in attachment form. You can delete the attachment before uploading by clicking the X icon alongside the attachment name.

Click the Upload button to upload the attachment to your client’s profile.
 

Attachments Restrictions

  • Attachments must be a PDF. 
  • Attachments cannot exceed 50MB.
  • You can only upload one attachment to a referral at a time.  

Questions? We're here to help. Email us at support@healthify.us or message us in the In-App chat at the bottom right corner of every screen in the Healthify platform.

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