1. Click the Add Patient Data button next to the patient name on the New Message screen. The Select Clinical Information screen opens.
2. Click the associated check box(es) to add all patient medications, allergies, and/or problems.
3. Click the check box next to the note or notes you wish to add. Or to select all notes, click the uppermost check box. To view the note first, click the associated View link.
4. When you are finished, click Attach. A icon is displayed next to the patient’s name on the New Message screen.
5. To review or change the attachments, click the icon.