Attach a Document to a Case

1 min read

Last reviewedJun 22, 2026

Was this helpful?

Ensure that the appropriate batch and case are selected in the Batch Selection Pane [1] and Case Selection Pane [2] and then click the … button [3] in the Document Pane. Select 'Attach' [4] from the list.
In the pop up, attach any required documents using the green attach buttons and submit them all at once with the final blue "Attach" command [3]. In the example below, an Op Note and an Anesthesia Postprocedure Evaluation were attached via the green buttons [1, 2]. IF you see the Blue Cloud icon (picture on right) simply drag your documents there so they will be automatically processed. If you do not drop the document into the space with the cloud icon, not data extraction will occur and the document will just be attached to the case for reference.

Related