Documents

Instructions

To access a patient's documents, first navigate to the Patient's Listing page. Locate the patient and click on the briefcase icon under Quick Actions.

Upon clicking, you'll see an accordion at the top of the page. By default, the patient's details will be collapsed. Click the expand button to view the full patient details.

On the left side of the expanded view, you'll find a call icon next to the mobile number, which can be used to call the patient.

Now, click on the Documents tab. An empty table will appear with an Add Documents button and a search field in the upper right corner.

Adding Document

To upload a new document, click the Add document button. A pop-up will appear with the following fields:

• File Name: Enter a descriptive name for the document. This field is required.
• Comment: Add any notes or a description for the document. This field is optional.

• Attachments: Click this to select and upload your file.

  
  

Note: The system only supports the following file types: .pdf, .docx, .xlsx, .csv, .png, .jpg, .jpeg, .tif, and .txt.

After filling in the details and attaching the file, click Submit to upload the document. You can also click Cancel to close the pop-up without saving. Once the upload is successful, the document will appear as a new record in the table.

Managing Documents

Once a document is in the table, you can perform the following actions:

• Edit: Click the edit icon on a record to modify the file name or comments directly within the table. Remember to click Save to update the changes.
• Download: Click the download icon to download a copy of the document to your device.
• View: Click the nav icon to open and view the document in a new browser tab.
• Delete: Click the delete icon to remove the document from the patient's profile.