How to Save HealthLink Attachments to Client's Letters & Uploads
Issue
I need to save an attachment that was received via HealthLink messages to my client's Letters & Uploads without having to save it first on the computer and upload from there.
Note: This can only be done for received HealthLink messages that have attachments; this cannot apply to messages that have the information in the body of the message.
Solution
When receiving a Client-related HealthLink message with files attached, the attachments will be saved to the respective Client's Uploads.
By default, this option is turned on, but can be disabled on the Vendor Details > Other Settings tab, by deselecting the option "Show Secure Message Attachments with Upload files".
With this setting enabled, you will be able to see the HealthLink attachments as follows:
- Locate the client the message was related to and click Uploads
- Filter the uploaded files by HealthLink Attachments and click Get Data
- Click on
to
preview the file. Please note that you will not be able to
make changes to it.
- Click on
to open the HealthLink
message seen in the Uploads
to view the original message.
- In the Uploads
area you will not be able to select
(duplicate) as the attachment is linked to a received HealthLink message. - You will not be able to select
(lock)
as the attachment is linked to a received HealthLink
message. - You will not be able to select
(delete)
as the attachment is linked to a received HealthLink
message. - Click on
to send the file via email.
