How to upload a document in patient files? (How to edit patient details?)
- Option One
- From side navigation, go to your 'Patients'
- Search for the patient by name or number from the search bar and click on the patient name or select 'View Case History' from Action icon on the right to view details.
- You will be directed to the details page where you can see past appointments or upcoming appointments if any.
- Go to ‘Files’ tab. Click on ‘Upload’ button to add patient reports/scans.
- Option Two
- From side navigation, go to your 'Patients'
- Search for the patient by name or number from the search bar and Select 'Upload Document' from action icon on the right.
- Go to ‘Files’ tab. Click on ‘Upload’ button to add patient reports/scans
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