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Patient care

Review photos and documents sent by a patient

Check a patient's private upload, accept it or request a clearer version, and close the follow-up.
Who this is for
Doctors, administrators, and authorized clinical reviewers
Where to go
Messages or the patient's profile → Documents
What you will finish
The patient can see whether the item was accepted or needs an update.

Open the correct item

  1. Open the new document task from Messages, or open the patient's profile.
  2. Confirm the patient, appointment, document type, and date.
  3. Open the protected file only on an approved clinic device.
  4. Check that the file is readable and belongs to the stated purpose.

Choose the result

  1. Choose Accepted when the item is clear and sufficient.
  2. Choose Needs update when a new or clearer item is required.
  3. Write a short, respectful note that tells the patient exactly what to send next.
  4. Save the review and confirm the task status changed.

Handle files safely

  1. Do not download files to a personal device.
  2. Do not forward them in an ordinary chat.
  3. If a file looks unrelated, damaged, or suspicious, do not keep opening it; tell the clinic administrator.
  4. Use only the patient profile and visit areas to discuss the item.
Patient careWrite, review, and finish a visit recordCommunicationHelp a patient use their private portalManaging the clinicProtect patient information and solve common problems