How do I share documents with a patient?

  1. Navigate to the patient's profile.
  2. Click on Patient Documents in the profile navigation column.
  3. You will now see two columns: Ready to send, and Documents sent to [Patient Name].
    1. Ready to send shows shareable documents that have already been uploaded but not yet sen.
    2. Documents sent to [Patient Name] shows documents this particular patient has already been sent and can currently see in their Salve app.
  4. In the Ready to send column, select a document you'd like to share with this particular patient by clicking on it. They will automatically move over to the Documents send to [Patient Name] column.
  5. If you want to remove any documents shared with a patient, click on it in the Documents sent to [Patient Name] column. They will then be moved back into the Ready to send column and no visible in the patient's Salve app.

Upload a new document

  1. Click on the Upload Patient File button at the bottom of the Ready to send column. A window to upload the attachment will appear.
  2. Give the file a document title. Patients will see this in the Salve app.
  3. Click on the Choose File button to choose a file from your computer. 

  4. Click on the Upload File button.
  5. When the file has been uploaded and is available to share, it will show in the Ready to send column
  6. Click on the file to send it to the patient. The file will then be transferred to the Documents sent to [Patient Name] column and will now be available to them in the app.

If you want to remove a document from the Ready to send column:

  1. Click on the bin icon to the left of the document name.
  2. Click on the Confirm button to confirm its deletion.

You can download any document from the Ready to send column by clicking on the cloud-shaped download icon to the right of the document's name.

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