Flows/Upload a file: Difference between revisions
More languages
More actions
Create version 3.1 clinical flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server) |
Restore complete version 3.1 flow from docs commit 38d3e1f (via update-page on MediaWiki MCP Server) |
||
| Line 10: | Line 10: | ||
== Overview == |
== Overview == |
||
Upload a [[Concepts/Files|file]] to a patient or encounter. |
|||
This flow describes how to upload a [[Concepts/Files|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 == |
|||
{| class="wikitable" |
|||
|- |
|||
! 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 == |
== Steps == |
||
| ⚫ | |||
| ⚫ | |||
# Choose a file, capture a photo, or record audio. |
|||
# Enter the file name and complete the upload. |
|||
=== 1. Open the Files tab === |
|||
{{Note|1=If you add multiple images, Care can combine them into one PDF.}} |
|||
| ⚫ | |||
| ⚫ | |||
=== 2. Add the file === |
|||
Select '''Add Files'''. Care shows a dropdown with three ways to add a file. |
|||
{| class="wikitable" |
|||
|- |
|||
! 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. |
|||
{{Note|1=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 == |
== Expected Outcome == |
||
The file appears in the Files tab when upload completes. |
|||
* Care shows a success message after the upload ends. |
|||
* The files appear in the '''Files''' tab of the patient or the encounter. |
|||
{{Navbox clinical}} |
{{Navbox clinical}} |
||
{{Related}} |
{{Related}} |
||
Latest revision as of 17:25, 14 August 2026
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.
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.
Related
- Concept: Concepts/Files