Custom Patient Document Types

Overview

DocNow provides company admins with an ability to create document categories to be later used for uploading files. The system currently supports uploads for images (JPG, PNG, GIF), documents (PDF, DOCX, XLSX), CSV, and plain text files.

Feature Details

Admin Portal

1. As a company admin navigate to the Admin Portal>>Welcome Banner>>Settings Screen
2. From the Company Setting Screen, navigate to the Patient Document Types screen.
3. Admins can add, rename, or delete document category names to be used for categorizing patient documents via the Patient Profile>>Patient Documents screen.

Uploading Documents to a Patient Profile

1. Navigate to the Patient>>My Patients screen then select the view icon () for a patient's profile.
2. Navigate to the Patient Documents screen and select Upload Document. The list of available document types are displayed here.
3. Select the appropriate document type (i.e. category) for the document you would like to upload.

4. Documents can be previewed in DocNow by selecting the view icon ()

Consent Forms

The newest version of DocNow support Consent Forms. Read the Consent Forms article for more information.