Uploads

Overview

The Patient Upload screen allows you to add documents, images, and other files to a patient's record. This feature is essential for storing and organizing external medical records, diagnostic images, referral letters, and other important patient documents within the practice management system.

Accessing the Upload Screen

1. Navigate to a patient's record
2. Click on Upload in the left navigation menu

Uploading Files

File Selection

There are two ways to add files:

• Drop here: Drag and drop files directly into the dotted upload area
• Browse files: Click to open a file selection dialog and choose files from your computer

File Requirements

• File size limit: Up to 10 MB per file
• Supported formats: PNG, JPEG, PDF, MP4
• Other formats may not be accepted by the system

Managing Uploaded Files

File Information

For each uploaded file, you can:

• See a preview thumbnail (for images)
• View the current filename and file size
• Add a descriptive file name (e.g., "Cx MRI" for a cervical MRI image)
• Remove files before saving (by clicking the X icon)

Adding Descriptions

• Individual file labels: Enter short, specific identifiers in the field below each file
• Description for file(s): Add detailed notes about the uploaded documents in the larger text area
• Descriptions help identify the content and relevance of files for future reference

Saving Uploads

1. Add appropriate labels and descriptions
2. Click the Save button to add the files to the patient's record
3. Once saved, files will be accessible from the patient's clinical records page

Best Practices

File Naming and Organization

• Use clear, descriptive labels that identify the type of content
• Include date information when relevant in descriptions
• Categorize files appropriately (e.g., "Lab Results," "Imaging," "Correspondence")

Clinical Documentation

• Note the source of external records in the description
• Include the date when records were created (if different from upload date)
• Reference any relevant findings or observations that relate to the patient's care

Privacy and Security

• Only upload files relevant to patient care
• Ensure you have appropriate permission to store external records
• Verify you're uploading to the correct patient record

File Management

• Uploaded files become part of the patient's permanent medical record
• Consider which files are essential to store in the system
• For large imaging studies, consider uploading key images rather than complete studies
• Review older uploaded files periodically to ensure they remain relevant

Common Upload Types

• Diagnostic imaging (X-rays, MRIs, CT scans)
• Specialist reports and letters
• External lab results
• Hospital discharge summaries
• Patient-provided documents
• Consent forms
• Insurance documentation