Upload Media or Medical Records

In this article, you will learn how to add medical records to a patient's account.

In order to add medical records to a patient's account:

  • Patients, All Patients
  • Search for Patient
  • Click on the Patient Record
  • NOTE - you can also click on the Patient's "Appointment Details" page
  • Click on the "Uploads" tab
  • Use the "CLICK TO UPLOAD FILE" button to select a file to upload
  • Under the "Record Name" field select "Image" or "Document"
  • Add any Notes needed in the "Record Note" field
  • By default the uploads are shared with the patient, if you do not want to share then select "Internal Upload" as "Yes".
  • All uploaded files are listed at the bottom of the screen