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Let patients upload documents as part of a task
The problem it solves
Patients periodically need to send documents to their clinic — insurance cards, ID, proof of completion — and today that happens over messages or outside the platform, where files are hard to find, validate, and get into the EMR.
What's included
- Require or allow an upload on any action. Template, ad-hoc, or customized actions can ask for a file, and the action can't complete without it when you say so.
- Patients upload from the patient app. Controls block unsafe files.
- Staff are notified and can find the file. Open or export it from the staff app, and send it to the EMR automatically.
- One place for a patient's files. A Patient Files view keeps every upload together.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.