May 1, 2025

Work with files more easily

We've refreshed the way you work with files.

Upload files to a patient profile

Highlights

  • Uploading files to a patient profile is simple and fast.

  • Patient files stored on the patient chart are visible only to you, and not the patient.

  • You can upload multiple files at once in the uploader menu.

  • Navigate to Patient → Files and click “Upload files” to get started.

  • Alternatively, you can use Cmd+K, Ctrl+K or click the search icon in the top left to activate the Command Bar and select Upload File.

  • Dragging files into the window will now open up the uploader too, so you don’t even need to click anything!

Automations

  • When consents are completed, they’ll automatically be added to the patient files.

  • When those consents are obsoleted or replaced, they’ll be updated here too (and the old version will be prefixed with “Obsolete”)

  • When patients share Files with you in the app, they’ll appear in your Files list too under “Uploaded by patient in app”.

Quality-of-life improvements

  • When renaming them quickly - before you’d have to wait for them all to save, but now you can run through them quickly.

  • We hide the file extension when renaming files, so you don’t have to account for it when typing a new name.

  • UX improvements to better align with our buttons/iconography etc.

Previous release

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