Patient Tab – Documents

Amy Walker

Do you ever wish you could pull up a previously filled out consent/form or even a quote to review with patient during a Consult? The Consult feature of Documents will assist. Documents house the patient’s PDF files uploaded into their account. Once you’re done watching the video and reading through the info, be sure to move onto the next lesson or knowledge check so you don’t miss a thing!

Why Should I Use Documents?

Examples of documents to store here may be a quote, a previously signed consent, a previously filled-out intake form, or any other desired document specific to the patient.

Where may I upload files?

Documents may only be uploaded via the Files Tab via Dashboard. PDF is the only accepted format. Do you need to learn how to upload a file? Select here.

What is the difference between Documents and Consents?

The feature of Documents houses previously created PDF files that have been uploaded into the patient’s account for educational purposes.

The feature of Consents houses the interactive consents/forms to be reviewed and signed by a patients.

To Add Documents (via Consult):

What Am I Able To Do?

Depending on the device you are using different options will be available:

  • If using an Apple iPad, you will have two options: choose “Scan Document” to scan a document into a patient’s account or choose “Import File” to upload a PDF stored on your iPad.
  • If you are using a Windows based touchscreen, you have one option which is to upload a PDF stored on your computer.

Scan Documents via iPad:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Select “Import”
  5. Choose “Scan Document”
  6. The Scan Document feature will automatically recognize the document edges, take a picture, and turn it into a PDF. To save the scanned document into a patient account tap, “Save”. 
    For multi-page documents, simply scan each page and the system will automatically compile it into a single PDF.
  7. Determine the document details in the “Edit Details” box and select “Save”. Here you are able to edit the document details such as; adding a title, tagging the document, and determining the visibility of the document to the patient. 

Importing Documents via iPad:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Select “Import”
  5. Choose “Import File”
  6. Choose the desired document from your iPad
    Editing Document Details

    Document details may be managed after the document has been added. Select here to learn how. In the Edit Details box, you are able to edit the document details such as; adding a title, tagging the document, and determining the visibility of the document to the patient. 

How do I select multiple PDFs?

If you need to add multiple PDFs from your iPad, tap “Select” , the desired PDFs, and select “Open”

Importing Documents via Windows:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Select “Import” 
  5. Select “Your computer”
    Delete After Import

    Choose “Delete documents after import” ONLY if you wish to no longer store the document on your computer.

  6. Choose the desired document from your computer
    Editing Document Details

    Document details may be managed after the document has been added. Select here to learn how. In the Edit Details box, you are able to edit the document details such as; adding a title, tagging the document, and determining the visibility of the document to the patient.

Importing via the Dashboard:

Adding Documents via Dashboard

Documents may be uploaded via the Files tab via Dashboard and the TouchMD Consult app via the Patient Tab’s Documents. PDF is the only accepted format. Do you need to learn how to upload a file via the TouchMD Dashboard? Select here.

To Determine Visibility of Documents (Hide/Show):

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Tap “Select”
  5. Tap the desired Document
  6. Select “Visibility”
  7. Determine the desired visibility of the document. Tap “Hide” to hide the document from the patient. Tap “Show” to show hidden documents to the patient. NOTE: Hidden documents will have a gray square in the bottom right-hand corner to indicate it is hidden. 

To View Documents:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Tap on the desired document 
  5. This will open the document to allow for review

To Edit Document Details:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Tap “Select”
  5. Tap the desired Document
  6. Select “Edit”
  7. Edit the Document Details in the provided area. Details include the document title and document tags

To Delete Documents:

  1. Begin by accessing a patient account
  2. Select the Patient Tab
  3. Tap “Documents” 
  4. Tap “Select”
  5. Tap the desired Document
  6. Select “Delete”

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