Managing Request Attachments
Request attachments are usually added to new/existing requests from a Fax intake queue. This user guide details the steps on adding an attachment to a request and all operations able to be performed on an attachment.
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* Access to Utilization Management * Permission to manage attachments
When a file or a URL needs to be associated with a request to provide additional information or directions.
* Confirm if the attachment needs to be placed at the person or request level. Refer to [Managing Attachments for Programs & Persons](../../care-management/attachments/managing-attachments-for-programs-and-persons.md) for the first option. * When you view an attached file, a copy of the file is downloaded to your hard drive. Ensure you follow PHI handling procedures for your organization. * You can also drag and drop a file from a file browser to the attachment panel * When you are attaching a file, it must be accessible from a file location on your computer.
Adding a Request Attachment
Click the **Notes – Attachments** panel on the right side of a request details view
Click **Attachments**.png>)
Click **Add Attachment**.png>)
Two types of attachments are supported: file and link. File attachments should not exceed 1 GB and must be in one of the following formats_: .mp3, .mp4, .jpeg, .png, .gif, .bmp, .tiff, .svg, .doc, .docx, .pdf, or .xlsx_. A link attachment is a URL to an external website. The link must begin with either _http://_ or _https://_.
Adding a Link Type Attachment
Select **Link** from the Add Attachment List.
Enter a **Title** for the link. The maximum length of the title is 100 characters.
Paste or type in the **Link.**
Click **Add Link.**.png>)
Adding a File Type Attachment
Select **File** from the Add Attachment list.
Browse to the location of the file to attach and select the file.
_Optional:_ Enter a **Title** for the file. The maximum length of the title is 100 characters.
_Optional:_ Select a **Category**. Available choices are: _Clinical_ and _Insurance._ This is a multi-select field, so you may select both.
_Optional:_ Select an **Association.**.png>)
Click **Save**.
Viewing an Attachment
To view a _file_ attachment, click the download button. The attached documents downloads to your browser’s default download folder and opens..png>)
To view a _link_ attachment, click the open button. The attached URL opens in a new tab..png>)
Renaming an Attached Link
Click the more actions button on an attached link..png>)
Select **Rename**
Enter a new title for the attachment
Click the checkmark to save your changes..png>)
_Optional:_ Click the x to discard your changes.
Deleting an Attachment
**Important Note:** Deleting an attachment cannot be undone
Click the more actions button on the attachment.png>)
Select **Delete.**
Click **Delete** to confirm the removal of the attachment..png>)
_Optional:_ Click **Cancel** to abort the removal of the attachment.
Screen Reference
