Ensure that care teams, administrators, and billing staff always have quick access to a complete and accurate record.
How to Access and Use the Documents Section
Navigating to Documents
Open the patient record by selecting a patient from the Patients list.
Click Documents in the left-hand menu to view all files related to the patient.
Viewing, Downloading, and Deleting Documents
All documents are listed with name, upload date, and file size.
The list includes both:
System-generated documents: encounters, invoices, prescriptions, questionnaires, lab results.
Manually uploaded documents: categorized files such as imaging, consents, or diet logs.
Actions via the three-dot menu (⋮):
Download: Save a copy locally.
Delete: Permanently remove the file from the patient record.
Uploading a New Document
Click Upload new document at the bottom right.
In the pop-up, complete the form:
Category (required): Select from options such as:
Medication Summary Document
Personal Health Monitoring Report
Plan of Care Note
Diagnostic Imaging Study
Surgical Operation Notes
Referral Notes
Lab Results
Imaging Results
Diet Log
Consent Form
General Documents
Document: Drag-and-drop or browse to upload a file (max size 100MB).
Click Save. A success message will confirm the upload.
Document Fields & Categories Explained
Medication Summary Document – Prescriptions or medication lists.
Personal Health Monitoring Report – Device or patient logs (e.g., BP, glucose).
Plan of Care Note – Care plans, discharge summaries, or patient management notes.
Diagnostic Imaging Study – Uploaded scans or imaging reports.
Surgical Operation Note – Operation or surgical reports.
Referral Note – Referral documentation to external providers.
Lab Results – Laboratory findings.
Imaging Results – Radiologist interpretations of studies.
Diet Log – Food intake diaries or nutrition notes.
Consent Form – Signed consents for treatment or information release.
General Documents – Any uncategorized file.