Check out this iPad feature – Scanning Documents! To learn how to use it, watch the video below or select here to be directed to the step by step instructions!
Documents house the patient’s specific PDF files uploaded into their account. Examples of documents to store here may be a quote, a previously signed consent, a previously filled-out intake form, a previously filled-out treatment form or any other desired document specific to the patient.
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.
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 patients.
The feature of Documents houses previously created PDF files that have been uploaded into the patient’s account for educational purposes.
The feature of Homework houses the custom practice packets of information (i.e., pre and post procedure instructions, welcome packets, etc…) to be reviewed by patients. These packets are general information and not specific to a patient.
Learn how to add, view, and manage documents via the TouchMD Consult app.
To Add Documents (via Consult):
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:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Select “Import”
- Choose “Scan Document”
- 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.
- 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:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Select “Import”
- Choose “Import File”
- Choose the desired document from your iPad
Editing Document DetailsDocument 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.
If you need to add multiple PDFs from your iPad, tap “Select” , the desired PDFs, and select “Open”
Importing Documents via Windows:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Select “Import”
- Select “Your computer”
Delete After ImportChoose “Delete documents after import” ONLY if you wish to no longer store the document on your computer.
- Choose the desired document from your computer
Editing Document DetailsDocument 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:
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):
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Tap “Select”
- Tap the desired Document
- Select “Visibility”
- 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:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Tap on the desired document
- This will open the document to allow for review
To Edit Document Details:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Tap “Select”
- Tap the desired Document
- Select “Edit”
- Edit the Document Details in the provided area. Details include the document title and document tags
To Delete Documents:
- Begin by accessing a patient account
- Select the Patient Tab
- Tap “Documents”
- Tap “Select”
- Tap the desired Document
- Select “Delete”
