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Flows/Upload a file

From OHC Network Wiki
flowclinicalCARE 3.1+

Overview

This flow describes how to upload a file to a patient or to an encounter in Care. You can add a file from your device, from your camera, or from an audio recording.

Pre-requisites

  • The patient is registered in Care, and you attach the file to that patient.
  • If you attach the file to an encounter, the encounter is not inactive.
  • The file is not larger than 100 MB.
  • The file is an image, a video, an audio file, a text file, an office document, or a PDF.
  • You have the permissions listed below.

Permissions

Permission Access
Write access to the patient Lets you upload a file to the patient.
Write access to the encounter Lets you upload a file to the encounter.

Steps

1. Open the Files tab

Open the patient or the encounter that the file belongs to.

Select the Files tab.

2. Add the file

Select Add Files. Care shows a dropdown with three ways to add a file.

Option What it does
Upload From Device Opens the file picker of your device. Select one or more files.
Open Camera Opens a full-screen camera view. Take a photo. Keep the photo or take it again.
Record Audio Opens an audio recorder with a live timer. Record your voice. Save the recording.

To add a photo, select Open Camera. You can switch between the front camera, the back camera, and another connected camera. Select the capture control to take the photo. Select the retake control to take the photo again.

To add a recording, select Record Audio. Select Stop to end the recording. Listen to the preview. Save the recording. Care saves the recording as an mp3 file. Care gives the file a name with a timestamp.

3. Name the files

Care opens the upload dialog after you add one or more files.

Enter a name for each file. A name is required for every file.

馃摑 Note
If you add two or more images, Care shows the Combine Files To PDF option. Select this option to merge the images into one PDF.

4. Upload the files

Select Upload.

Care shows a progress bar for each file.

Expected Outcome

  • Care shows a success message after the upload ends.
  • The files appear in the Files tab of the patient or the encounter.