Files

Files can be uploaded against a patient’s profile, and then referenced from other items, such as entries, treatment posts, and lab orders.

To view a patient’s files:

• navigate to a patient’s profile
• click on Files in the sidebar on the right of the page

Adding files

To add files to a patient’s profile:

• navigate to the patient’s files page
• click on either Upload a named file or Upload multiple files
  • the named file form allows for only uploading a single file with a title
  • the multiple files form allows for uploading multiple files, but without any titles
• file in the form
• click Save

Editing files

Once files have been uploaded, they can be edited as follows:

• navigate to the patient’s files page
• find the relevant file
• click the dot menu on the right of the file, and then click Edit
• enter any information in the relevant fields in the form
• click Save

Archiving a file

A file may be archived if it is longer needed.

To archive a file:

• navigate to the patient’s files page
• click the dot menu on the right the file, and then click Archive