Manage medical documents and lab reports
Attach records to the correct patient and review uploaded results.
Step by step
- Open the patient and the relevant Medical records or Lab reports section.
- Choose the available upload/add action and check the supported file type and size shown by the form.
- Select the document and enter the requested description or report details.
- Save, then open the document or report to check that it belongs to the correct patient.
- Use your clinic privacy procedures when downloading or sharing a copy.
Keep in mind
Storage limits apply. Keep the original record according to your practice policy. Do not send patient documents in a general support request.
Related guides
Troubleshooting & safety
Understand plan limits and upgrade requests
Know why a quota or feature warning appears.
Read guide →Troubleshooting & safetyProtect clinic accounts and patient information
Everyday habits for shared clinic devices.
Read guide →Still need help?
Send your clinic code and the exact issue. Keep passwords and patient information private.
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