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How to add clinical files to a patient

This guide explains how to add a clinical file to a patient folder.

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Step 1.

Go to Search patient.

Select the patient you want to create a clinical file for.

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Step 2.

You will then be taken to their patient EMR page.

Under the Clinical files section, select a folder.

Click the Drop or Upload files box.

Select the file you want to upload.

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Step 3.

You can now view the file on the patients EMR page under the Clinical files section.

You will see the option to edit file name/descriptions, move files between folders, preview files, delete, or download, the file here.

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Step 4.

Click Download template to download a file template.

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Step 5.

This will open a pop up box where you can select which template to download.

Click Download.

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