Table of Contents
How to Request an Image Upload
How do you upload an image as a document type?
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Updated
by Niki Budd
How to Request an Image Upload
Although users cannot attach images to documents, they can still upload images as a separate document type.
Video Tutorial - Document Type Set-Up:
Step-By-Step Tutorial:
- Select the document tab from your left navigation
- Select Document Types
- Select Add
- Input the details for this document type. The Title will be saved as the end view for the document. We recommend being explicit with the ask for the description/instructions for the user.
Example Instructions:
Please upload a FRONT and BACK image of your insurance card. Follow the directions below:
From the WEB: Select the three dots to the right of the desired document -- select "Add Document" -- click or drag to upload your file -- add a note if necessary-- Select OK
From the APP: tap on the desired document -- select "Scan document with camera" -- take an image of the FRONT of your insurance card -- Select "add another page" -- take an image of the BACK of your insurance card -- Select "Done Scanning"
Please upload a FRONT and BACK image of your insurance card. Follow the directions below:
From the WEB: Select the three dots to the right of the desired document -- select "Add Document" -- click or drag to upload your file -- add a note if necessary-- Select OK
From the APP: tap on the desired document -- select "Scan document with camera" -- take an image of the FRONT of your insurance card -- Select "add another page" -- take an image of the BACK of your insurance card -- Select "Done Scanning"
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- Continue to set: Document Management, Form Options, Notification Settings, and User Access as desired
- Assign to your desired Organizations
- Select Save
To view how the patient will complete the document follow along with: Scanning Documents (App)
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