How to Include a Document in a Patient Message

Last updated: 28 May 2026

Including a Document in a Patient Message

You can attach one or more documents to a patient message. The patient receives a secure link to view and download them.

Steps

  1. Open the message composer (see How to Send a Patient a Message)
  2. Click the +Document button in the toolbar
  3. A document picker will open showing the patient's recent documents
  4. Select one or more documents by clicking the checkbox next to each
  5. Click Add Documents to confirm

The selected documents appear as a block in your message showing the document name and file size.

What the Patient Sees

When the patient clicks the secure link in their message:

  1. They verify their email address (one-time password)
  2. They can view each document in the browser
  3. They can download documents to their device

Tips

  • You can attach documents from the patient's record, Google Drive, or SharePoint (if connected)
  • To remove a document, click the × on its block in the message
  • You can combine documents with questionnaires and booking links in the same message — the patient gets one link for everything

When you attach documents, you can configure:

  • Expiry — how many days the link stays active (default: 7 days)
  • Watermark — add a watermark to documents for security
  • Download confirmation — track when the patient downloads the file

Generating a PDF to Attach

You can also generate a PDF from the patient's record on the fly using the +Generate button in the composer toolbar (next to +Document). Useful when you want to send something the patient hasn't yet got a saved document for.

Steps

  1. Open the message composer (see How to Send a Patient a Message)
  2. Click +Generate in the toolbar
  3. Pick what you want to generate:
    • Consultation history — the patient's recent consultations as a single PDF
    • Prescription — a specific prescription
    • Supplements — the patient's current supplements list
    • Referral — a specific referral
  4. Configure the scope (e.g. how many consultations to include, or which prescription)
  5. Click Generate & attach

The PDF is generated, saved to the patient's documents record, and attached to your message — all in one step.

Tips

  • Generated PDFs appear in the patient's Documents tab so you can re-share them later without regenerating.
  • Each generated PDF is a snapshot of the data at the time you clicked Generate. If the underlying records change later, the PDF stays the same.
  • "Last 10 consultations" is the default for consultation history; you can change it up to 20 in the picker.