We know there are a lot of files to keep track of when managing patient records! Let's go over how to save files directly into a Patient's Profile!

First, go to the Patient Tab at the top of the page, and search for the name of the patient you're looking for. Once you're in the Patient Profile, head to the Files tab:

Now, all you have to do is choose what files you want to upload by dragging and dropping them into the field or click within the box to select the file from your computer:

You can Archive or even Delete the files once uploaded by selecting the three dots next to the file. To pull up Archived files, located the Show Archived toggle in the upper righthand corner of the Files tab.

✨Note:✨ The file types supported should be 10 megabytes or less, and must be in the following formats: jpg, png, mp4, mov, wmv, gif, pdf, word or excel documents.