Attach a Message to a Client's Chart (Procentive)

Overview

Sometimes it is necessary to attach a message received in the Messaging module to a client’s chart. This article will go over the steps for this process.

Attach a Message to a Client's Chart

1. Go to the Messaging module.
2. Select the correct message.
3. Single-click the message to open.
4. Click on the message icon below the message text.
5. Click on the attach to clinical option.
6. In the new screen, choose Client.
7. Select a document from the list provided OR from the search box.
8. If applicable, a program can be selected from the Program drop-down.
9. Then select OK on the bottom right.

The document will open in a new window with the message in the Attachments field which can be completed per usual.