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Use Documents for anything that arrives from outside: referrals, imaging reports, records from another practice.
1

Upload

Click Upload files. You can add PDFs, images, or a ZIP of several files.
2

Review

Each upload is read and matched to a patient. Filter by Needs review and click Review.
3

Attach

In Review and attach, click Attach, or Attach all for a batch. If the patient isn’t in your practice yet, click New patient.
If a document couldn’t be read, it shows under Failed. Click Retry scan. Attached documents feed the pre-visit briefing for that patient’s next visit.