Upload Documents in Patient Chart

In Patient Chart > Chart, you can upload documents and images to save to the patient’s medical record. For example, you may want to store medical records from other clinics, pictures of healing incisions, or completed consent forms.

Select the Upload button to open your device’s file explorer, then select the file(s) you want to upload.

The files you select display in the Document Upload window.

Single File Upload	Multiple File Upload
An uploaded file retains its original name as it displays in your file explorer. You can optionally enter a new file name in the Rename field. Select the relevant document Category from the drop-down menu (such as rDVM Records, Prescriptions, or Pictures).	You can upload up to 10 files at a time. Select Choose Files to add more files to the upload. Select the X next to a file name to remove it from the upload. In a multi-file upload, all files can be assigned to the same Category in bulk.

• The maximum file size limit is 50MB.

• Videos cannot be uploaded.

Edit File Name and Category

To change the name and category of a saved file, go to Patient Chart > Chart > Uploads and select the file, then select Rename & Categorize.

Enter the new file name and/or select the relevant category in the Rename & Categorize window, then select Save.