How do I upload documents to a patient's profile?

This feature allows you to upload documents to a patient's profile,  keeping all their relevant records in one place. To learn how to access or upload documents to the patient's profile, continue reading this article. 

  1. Go to your patient list. 
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  2. Open your patient's profile by selecting the elipses_2icon and clicking 'edit profile'.
  3. On your patient's profile, select 'Documents' on the top bar.
    1. Alternatively, if you are already on your patient's profile, click the 'Full Patient Profile' button to edit their profile. Once there, select 'Documents' in the top right corner. 
  4. Select 'add document'.
  5. Here, you can add the file type, and description, then upload your document file. When ready, click save. 
    1. You may upload ten or less files per document record.
    2. Each file size may only be 50 Mb or less.
    3. 'File Type' is a dynamically extended list- you can select an existing one or create a new one by typing a file type name.
  6. Once you have successfully uploaded a document to your patient's profile, you can view them all when they are uploaded in the 'Documents' tab. 

    You can edit and delete the uploaded document records as well.