View & Add Document Attachments within the Patient File

Learn how to easily take photos, view documents and attach files to the Patient File from the iPad and Web platforms

Jump to:

1. Adding and deleting attachments on the iPad (Unified Practice EHR for TCM charting app)
2. Adding and deleting attachments to the patient file within the web browser
   
   

iPad App (EHR for TCM)

You may add attachments to the Patient File from either the Patient List > Patient name or from within a chart note for a specific date of service.  Attachments added to either place will be found in the Patient File > Files section as well as by tapping on the paperclip icon.  

To Add Attachments to the Patient File:

1. Navigate to the Patient List, and tap on a patient's name to open their file
2. Tap the Paperclip Icon in the upper right corner
3. You can tap Add Attachment and/or view previous attachments listed.  
4. Take a new photo, select a photo from your library, or browse for a file to select on your iPad.
5. Name your attachment and tap Upload

Watch the video below for a step by step tutorial on how to View or Add Attachments:

To remove attachments from the Patient File on the iPad:

1. Touch and hold the file you want to delete while moving your finger to the left. 
2. Tap the red "Delete" button that appears. 
   
   
   

From the Web Browser

To Add  or Remove Attachments to the Patient File:

1. Navigate to the Patient List, and tap on a patient's name to open their file
2. Click on the "Files" tab
3. Click Upload File
4. Select your file then Enter a name for it (the name from your computer will not transfer to Unified Practice)
5. Enter a name for this upload above Choose File. (See Second image)
6. Click Upload