Centralized storage of patient medical documentation is essential for efficient healthcare delivery. The system allows you to attach reports, images, and other files from external sources directly to the patient's profile. This function ensures that all relevant medical information is available in one place for healthcare professionals at any time.
Main Content
Uploading and managing documents is performed through the patient data sheet following these steps:
Process of Uploading a Document
Navigate to Patient handling and then to the Patient database menu in the left sidebar.
Search for and select the relevant patient from the list.
On the patient data sheet, click on the Documents tab in the top menu bar.
Click the Add new document button.
In the pop-up window, drag and drop the file or select it from your computer.
Provide the document details:
Type: Select the appropriate category (e.g., X-ray image, Laboratory result, Final report, Other document, etc.).
Accessible by patient?: Set whether the document should be visible to the patient via the patient portal.
Click the Upload button to finalize the process.
Managing Existing Documents
Uploaded documents appear in a list where the following actions can be performed using the icons in the Action column:
View (Eye icon): Open and check the content of the document.
Edit (Pencil icon): Modify the document type or the patient accessibility setting.
Delete (Trash icon): Permanently remove the document from the system.
Tips
Tip: Always select the accurate document type, as this facilitates quick searching and filtering in the patient's records later.
Tip: If you set the "Accessible by patient" option to "Yes," the patient can immediately view the uploaded report on their own interface, saving time on sending it via email.
Summary
Documents can be uploaded under the Documents tab on the patient data sheet.
Selecting a document type is mandatory during the upload process.
You can configure whether the patient has access to the document on their portal.
Uploaded files can be viewed, edited, or deleted at any time.
FAQ
Why is the Documents tab gray?
Why is the Documents tab gray?
The Documents tab is part of a bigger Package. If it's not available to you, please contact our Customer Support for help.
What file formats can be uploaded?
What file formats can be uploaded?
Image files (e.g., PNG) and other documents (e.g., DOCX, PDF) are supported.
Can the document type be changed after uploading?
Can the document type be changed after uploading?
Yes, by clicking the Edit (pencil icon) button, the document type and patient visibility can be adjusted at any time.
Where does the document go if I make it accessible to the patient?
Where does the document go if I make it accessible to the patient?
The document is shared to the patient portal, where the patient can view it after logging in.