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Patient Management

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Documents

View Documents

  1. Click on the 'Patients' icon and select the Patient from the list.
  2. Go to the 'Documents' section.
  3. Click on the 'More Options' (...) icon against the document you want to view and select the 'Open in New Tab' option.
    View Document
  4. The document gets opened.
    Document View
  5. You can also share, download, or move the documents between various folders.

Import Documents

  1. Select the 'Patients' icon and select the Patient from the list.
  2. Select the 'Documents' tab.
  3. Select the 'Import' option in the 'Documents' section and choose either the 'From Local Drive' or 'From CharmHealth Documents' option.
    Import Patient Documents
  4. Select the documents to be imported.
  5. Choose the 'Document Type'. Click on the 'Upload' button to upload the Patient document.
    Upload Patient Documents

Scan Documents

Subscribe to CharmHealth Scanner Interface to use this feature. The Scanner interface plugin in CharmHealth helps you to scan Patient's records directly to the system. CharmHealth can connect to any TWAIN-compliant scanner. Most scanners available in the market are TWAIN-compliant by default. You can check your scanner specification to find out whether it is TWAIN-compatible or contact your vendor.

  1. Select the 'Patients' icon and select the Patient from the list
  2. Click on the 'Import > Scan Document' option in the 'Documents' section.
    Scan Document
  3. Choose the Document Type, File Name, Date, and File Format. You can also edit the Document by using the 'Edit' option.
    Scan Documents
  4. You need to install a Scanner plugin compatible with your operating system and browser. Install the plugin and proceed with scanning the document.
    Install Scanner Plugin

Compare Documents

You can compare the two documents alongside to see the progress.

  1. Select the 'Patients' icon and select the Patient from the list
  2. Select any two documents in the 'Documents' section and click on the 'Compare' button.
    Compare Document
  3. The documents open alongside where you can compare and show them to the patients while explaining the treatment.
    Compare Documents by Side