Spotlight: Personalize Recommendations using File Attachments


Whether it is an article providing more information on a specific treatment plan or a delicious smoothie recipe to quick off your patient’s day on the right foot, personalizing recommendations has never been easier! 

Here are some ideas of attachments that will help to personalize your practice: 

  • Product information
  • Lab Reports
  • Meal plan or dietary recommendations (ex: Canada Food Guide)
  • Guides (ex: guide to reading supplement labels)
  • Treatment information 
  • Lifestyle plan
  • Marketing material
  • Articles or literature
  • Research reports
  • Instructional pamphlets
  • Recipes
  • Blog posts
  • Holiday greetings or (holiday hours of operations)
  • Personalized consultation notes

Here’s how

After selecting the products within your recommendation to patients, you can write a brief personalized message. If you’d like to include additional information it’s easy to attach files to your recommendations:

  1. Click Attach a file.
  2. To Upload a Private Document, click select files from your computer and upload the file you’d like directly to the recommendation. The uploaded file will be stored for future use.
  3. You can also or pull from Your Document Library to attach commonly shared files with your patients.
Attaching a file within a recommendation is easy! It is a great way to keep all information within one message.

Attaching files to recommendations is fast and easy. Package all of the information you wish to share with your patients within one communication.

We’d appreciate your feedback, let us know what you think!