You can upload documents directly in your Inbox. This is useful if your clinic still receives paper faxes or patient-related communications in paper format.

📌 Note: You can upload the following file types:

  • PDF

  • JPG/PNG/GIF

  • CSV/XSLX

  • HTML

  • M4A

  • TXT

Steps

1. From the main menu, click Inbox.

2. Click the Upload files icon.

A file explorer window opens.

3. From the file explorer window, select a single or multiple files and click open to upload them to your inbox.

A progress bar appears as documents are uploaded to your Inbox.

📌 Note: The maximum size for an individual file upload is 25MB.

💡 Tips:

  • You can also drag and drop files from your computer directly into the inbox. Select the files, then drag and drop them into your Inbox in the area marked Drop files here.

  • A red progress bar indicates some files failed to upload. The number of failed files alsp appears on the progress bar.

  • Click the red progress bar to view failed files and associated details and actions such as Filename, type of Errors that occurred and a retry button to try uploading the files again.

Updated October 27, 2021

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