Viewing and managing documents

The Documents tab

A patient’s Documents tab (needs Read patient documents) shows every document of the patient, newest first by Document date.

• Grid shows a thumbnail card per document with its title, category and date. A globe marks documents shared in the portal, and a link icon shows how many records a document is linked to.
• List shows a table with Document, Category, Date, Size and Uploaded by.

Switch between them with the two buttons at the top right. Above the documents:

• Category chips: All, then each category in use, with counts. Select one to show only that category.
• File type chips: All types, Image, PDF, DICOM.

With no documents yet, the tab shows a drop area to start uploading.

The document viewer

Select a document to open it full screen.

• Images: use Zoom in, Zoom out and Fit at the bottom. When zoomed in, drag the image to move around it.
• PDFs are shown inside the viewer.
• DICOM files show “No preview for this file” with a Download button.
• Previous and Next (or the left and right arrow keys) move through the documents currently shown on the tab, with a counter such as 3 / 12.

The side panel shows the Category, Document date, Description, linked records (select one to open it), whether it’s shared in the Patient portal, the File name, type and size, and who Uploaded it and when. Its buttons:

Button	Does	Needs
Download	Saves the original file.	Read patient documents
Open in new tab	Opens images and PDFs in a browser tab.	Read patient documents
Compare	Opens Compare images with this image. Images only.	Read patient documents
Edit	See Edit a document.	Edit patient documents, or you uploaded it
Delete	See Delete documents.	Delete patient documents

With Delete patient documents, Who opened this at the bottom lists every time the file was opened, by staff or by the patient in the portal. “Nobody has opened this file yet.” if no one has.

Compare images

Compare images shows two of the patient’s images, for example before and after a treatment.

Open it with Compare in the viewer, or select exactly two images on the Documents tab and choose Compare in the selection bar. The older image is always shown as Before.

• Slider: the two images on top of each other. Drag across the image to reveal more of one or the other.
• Side by side: the two images next to each other.

Under Choose images, pick First image or Second image, then select a thumbnail to put it on that side.

Edit a document

You can edit a document with Edit patient documents, or if you uploaded it yourself and have Upload patient documents.

1. Open the document and select Edit.
2. Change the Title, Category, Document date, Description, Show in the patient portal, or the Linked visits and records.
3. Select Save.

You see “Document saved.” The file itself can’t be replaced: upload a new document instead.

Act on several documents

Select documents with the checkbox on a card (hover it to see it) or in the list. A bar appears at the bottom:

Action	Applies to
Compare	Exactly two images.
Set category	Selected documents you may edit.
Show in portal / Hide from portal	Selected documents you may edit.
Delete	Selected documents you may delete.

If some documents couldn’t be changed, a window lists which ones and why.

Delete documents

Deleting needs Delete patient documents and a Reason.

1. Select Delete in the viewer, or select documents and choose Delete in the selection bar.
2. Write the Reason.
3. Confirm.

“The document is removed from the patient’s record and the portal. It’s kept in the audit trail.” It disappears from every list, link and the portal.