Patient Documents

The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.

How to Upload a Document

1. Navigate to the Documents Tab
   1. Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
   2. This is where the user can see existing documents that apply to the selected patient.
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1. Upload Files
   1. To upload files to a patient chart, select the Transcription tab in the sidebar, and then select upload.
      1. Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.
   2. Then either drag your files in to the dropzone or click to select the desired files to upload. Optionally, you can specify the folder, set the priority, and add a description for the document.
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1. Return to Documents List
   1. Once you have selected the file, click the 'Return to List' button.
   2. Select the file you just uploaded.
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   3. You can now view, edit, send and share the files you uploaded.
      1. Alternatively, Click the Chart button in the toolbar and select the patient that you wish to add the documents to their patient record.
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      2. Now the file will be attached to the patient record that you chose in their documents folder.
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Key Features

• Secure Storage: All documents are stored securely to ensure patient confidentiality and compliance with data protection regulations.
• Easy Access: Quickly locate and retrieve any document from the patient's file with a user-friendly interface.
• Organized: Documents are organized by type and date, making it easy to manage patient records.