Keeping patient records organized and up-to-date is essential for smooth clinical workflows. Uploading files to a patient’s profile is quick and intuitive. Whether you're adding lab results, referral letters, or consent forms.
Follow these steps below on how to upload a file to a Patient's Record:
- Log in to your Upvio account.
- On the left-hand panel, click the Patients tab.
- Find and select the patient whose record you want to update.
- Once you're in their profile, go to the Files tab.
- Click Upload File and choose the document you want to add.
- After the file is uploaded, you’ll see three dots on the far right—click them to download, rename, or delete the file if needed.