Document upload improvements

Document uploads

We’ve reworked the Documents tab to include all documents a patient might expect to be collected in one place. Surveys, Consents, and Files are all listed here.

• The blue + button at the bottom makes it possible to add an ad-hoc document

• You can upload a photo or a file as you might expect.

• You can also opt to Scan document → which takes a photograph of a physical piece of paper and processes it into a more flat, easy-to-read document.

• Once complete, you’re asked to Tag your uploads, which organises them automatically on the clinic UI.

• Find these files in Files / Uploaded by patients in app

Watch a demo →

Request documents with a task

• Task templates that target patients now have a “Template type”, where you can choose

• We’ve added “Upload request” to the template types.

• When chosen, your task will take patients to the upload flow. You can pre-set the Tag that the file is uploaded with - so for example, you can request a photo of their passport and tag it as Identity Document. Self-organising!