Adding & Managing Patient Files (Images, Documents & Videos) via TouchMD Dashboard

Learn how to manage patient files via the TouchMD Dashboard.

Learn how to access your patient accounts’ Files via TouchMD Dashboard.

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”

Adding a File to a Patient Account:

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the “+” (only JPG & PDF file types are accepted. MP4s (videos) may only be added via Snap/Snap Pro)
4. Select “Upload New Files”
5. Choose the desired file(s) and select “Open”
6. Feel free to add/edit the title and add tags. Note that editing/adding the title and the tags must be done on EACH file. Use the arrow at the top to move to the next file
   
   Where may I upload Document files?

   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. Do you need to learn how to upload a file via the TouchMD Consult app? Select here.

• Gallery:
• Documents:  

Deleting a File

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the desired images, and from the menu select “Delete”
4. Choose “Delete”
5. Verify the action by selecting “OK”

Changing Visibility of a File

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the desired images, and from the menu select “Set Visibility”
4. Choose “Show to Patient” or “Hide from Patient”A small gray square will indicate if the image is hidden from the patient

Editing the “Date Taken” of an Image

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the desired images, and from the menu select “Change Date Taken”
4. Edit the date taken to the desired date and select “Apply”
   
   Sort Order

   The sort order of images may be managed on the TouchMD Dashboard and the TouchMD Consult app. Please ensure that your Files and Gallery tabs are set to the order of “Date Taken”Dashboard: Consult:
   

Adjusting the Sort Order of Images:

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the sort order menu and adjust it to your desired view

Editing File Details

1. Go to dashboard.touchmd.com and select “Patients” 
2. Search for the desired patient account and select “Files”
3. Select the desired images and from the menu select “View Files in Detail” and tap “View Select Files”
4. Edit the desired details including: the title, date taken, image visibility, tags, send-to options, rotation, and downloading the image. (If multiple images are selected use the arrows at the top to move to the next image). Note that details will save automatically.