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