How to Add, Edit or Delete a File within the Patient's File Tab

Add a Document into a Patient's File

Open up Patient Profile

Select the Files Tab

Select Add

Drill down, find and select the document you would like to Add into this Patient's file

Enter in any Notes you wish regarding what you have just selected

Now, you will see the File Name, Date it was added and the Note you added

All Set!

Edit a Document in a Patient's File

Open up Patient Profile

Select the Files Tab

Select the file you would like to Edit

Select Edit

The Document will open up. There, you can make any changes you like. Basically anything you can do with a normal Word Document: Print, Rename, etc 

All Set!

Delete a Document in a Patient's File

Open up Patient Profile

Select the Files Tab

Select the File you would like to delete

Select Delete

All Set!

- Support Information -

 If you have any questions or need assistance with this process, please contact

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen. Hours of operation are M-F 8am-6pm CST.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]