Digital files such as word or pdf images can be uploaded and stored in the Documents section of collaborateMD. Associating your documents to your patients is like using an electronic filing cabinet. You are able to associate those documents with your patients making them visible and accessible throughout the application.
Follow the steps below to associate an existing document (stored in the Document section) with a patient record.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the “Include inactive patients ” box to include inactive patients in your search results.Select the Patient.
Locate and click on Documents from the right-hand side panel.
Click the Add button.
Select Associate Existing.
Use the navigation bar or the Search field to locate the document(s).
Place a check in the box for the document(s) you want to associate with this patient.
Click Save.
Click Save again to save the patient record.
Place a check in the “Include inactive patients ” box to include inactive patients in your search results.Follow the steps to upload and add new document to associate with your patient record.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check inthe “Include inactive patients ” box to include inactive patients in your search results.Select the Patient.
Locate and click on Documents from the right-hand side panel.
Click the Add button.
Select Upload New.
Use the Add Files button to upload the file(s).
Type any desired Notes in the provided field.
Use the Folder Location drop-down menu specify which folder the document(s) will be uploaded to.
Click Upload File(s).
Click Save.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the “Include inactive patients ” box to include inactive patients in your search results.Select the Patient.
Locate and click on Documents from the right-hand side panel.
View the document by clicking on the document name.
Click Close.
Follow the steps below to remove documents associated with your patient.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.Select the Patient.
Locate and click on Documents from the right-hand side panel.
Click the
icon next to the document to remove the association.Click Save.
icon next to the document to remove the association.