How do I share documents with a patient?
Start by searching for the patient with whom you want to share documents:
- At the top of the Salve Clinic Portal, click on the search bar.
- Type in a patient's ID, first name or surname. A drop-down will appear with results matching your search criteria.
- Click on a patient listed in the drop-down to open their profile.
- Click on Patient Documents to the left of the new screen in the profile navigation column.
- You will now see two columns: Available Content, and Content For [Patient Name].
- Available Content shows shareable documents that have already been uploaded.
- Content For [Patient Name] shows documents this particular patient has already been sent and can currently see in their Salve app.
- In the Available Content column, select any documents you'd like to share with this particular patient by clicking on it. They will automatically move over to the Content For [Patient Name] column.
- If you want to remove any documents shared with a patient, click on it in the Content For [Patient Name] column. They will then be moved back into the Available Content column and no visible in the patient's Salve app.
Upload a new document
- Click on the Upload Patient File button at the bottom of the Available Content column. A window to upload the attachment will appear.
- Give the file a document title which patients will see in the Salve app.
- Click on the Choose File button to choose a file from your computer.
- Click on the Upload File button to add the document to the Available Content column.
- When the file has been uploaded to the site and is available to share, it will show in the Available Content column
If you want to remove a document from the list of Available Content:
- Click on the bin icon to the left of the document name.
- Click on the Confirm button to confirm its deletion.
You can download any document from the list of Available Content by clicking on the cloud-shaped download icon to the right of the document's name.