How to upload files, images and documents to a patient history

Practice Jewel includes the ability to upload files, images and documents in order to record things like X-ray reports, Doctors notes, etc... on your patient profiles. This can be done while completing a SOAP note (LINK) or it can be done directly from the document list.

 To upload a file to a patient’s history from the document list tab, follow these steps:


  1. Navigate to Patient > Records

  2. Click on the “Document List” tab.

  3. Click on the “Add New” button.

  4. In the resulting pop-up, click on “Choose File”

  5. Locate the file on your computer and double click on it.

  6. Click the “Upload” button.

When your file upload is complete, it will appear in the document list. You can read more about how to view & manage saved files here.