You must link a patient to your session before uploading documents. Uploading without a linked patient means documents won’t appear or be accessible.
Upload options
From the patient chart: Navigate to the patient’s chart and go to the Documents section.
During a recording session: Link your patient first, then upload documents using the Recorder. Documents must be uploaded before starting the recording.
Using previously uploaded documents
When writing a note, uploading audio, or starting a new recording session, you can select documents already in the patient’s chart. The patient must be linked to access these files.
Useful uploads: lab work, intake forms, prior records, imaging reports, specialist consultations.
File requirements and credit usage
- PDF files only, maximum 25MB
- Each uploaded document uses 0.25 additional note credits
- Documents over 10 pages use an additional 0.25 credits per extra page
- Credit terms may vary if your clinic has a specific agreement with us
Remaining credits are on Usage and credits.