How do I add scanned files or attachments to a patient's record?

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  1. Go to the patient's profile page and click the Clinical Notes tab.
  2. Click the Note or Appointment you want to link the file to.
  3. Click Add Files.
    add_files.png
  4. Drag and drop the file onto the Upload field, or click Upload to browse for the file. You can add up to 10 files at any one time. upload_files.png
  5. Complete the rest of the fields if required. You can edit the name of the file and add some additional details about the file. The system will note the file type also (i.e. PDF, DOC or XLS)Change_fuile_name.png
  6. Click Save and the files will be uploaded.

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