Before You Begin
Important: You must link a patient to your session before uploading documents or starting a recording. If you don't link a patient first, uploaded documents will not appear or be accessible.
When to Upload Documents
You can upload documents to a patient's chart in two ways:
Option 1: Documents Section
Navigate to the patient's chart
Go to the Documents section
Upload files directly to the patient's record
Option 2: During Recording Sessions
Link your patient first
Upload documents while using the Recorder
Documents must be uploaded before starting the recording
Using Previously Uploaded Documents
If you've uploaded documents to a patient's chart before, you can easily access them when:
Writing a note
Uploading audio files
Starting a new recording session
Simply select the relevant documents from the patient's existing files (patient must be linked to access these files).
How Documents Improve Your Notes
Uploading relevant documents significantly enhances the AI's ability to create accurate, detailed progress notes. Consider uploading:
Lab work and test results
Intake forms
Previous medical records
Imaging reports
Specialist consultations
The AI uses this additional context to produce more comprehensive and clinically relevant documentation.
File Requirements and Credits
Supported Files:
PDF files only
Maximum file size: 25MB
Credit Usage:
Each uploaded document uses 0.25 additional note credits
Documents over 10 pages use an additional 0.25 credits for each extra page
Credit terms may vary if your clinic has a specific agreement with us