Overview of Patient Documents

With Semble, you can add external documents (such as PDFs, and images) to a patient's record.

Note: To add documents to a patient's record, you must have a role assigned to you that gives you editing permissions for Patients.

In this article:

View a Patient's Documents

Linked Articles:

Receiving Documents from Patients

View a Patient's Documents

You can view a patient's uploaded documents at any time from the Patients page.

1. Select the patient who you want to view documents for.

2. Go to the Documents tab on the left-hand side.

3. Select the document that you want to view or download.

You can sort and search for specific documents by using the buttons on the right:

Create a Folder

You can organise a patient's documents by creating folders within their record. This is useful for grouping related documents together, such as lab results, referral letters, or imaging reports.

1. Go to the patient's Documents tab in their record.

2. Click New.

3. Select New folder.

4. Enter a name for the folder and press the Enter key on your keyboard to save it.

The new folder appears in the Documents tab. You can now move or add documents into this folder to keep the patient's records organised.

Note: Use clear, descriptive folder names such as "Lab Results 2024" or "Referral Letters" to help you find documents quickly.

Add Documents

Note: Here are the accepted document formats:

✅ Accepted File Types

Documents:

Modern Office: .pdf, .docx, .xlsx, .pptx
Open formats: .odt, .ods, .odp
Text files: .txt, .csv, .rtf

Images:

Common formats: .jpg, .jpeg, .png, .gif, .bmp, .webp
Advanced formats: .svg, .tiff, .heic, .heif, .avif

Media:

Audio: .mp3, .wav, .ogg, .m4a, .flac
Video: .mp4, .webm, .avi, .mov, .wmv

You can add documents to a patient's record at any time from the Patients page. Documents can be added either as standalone files or organised within folders.

Adding documents as standalone files

1. Go to the patient's Documents tab in their record.

2. Click New.

3. Select Upload file.

4. Your device's file explorer opens. Select and open the document that you want to upload.

5. (Optional) You can also drag and drop documents into the Documents tab directly.

The document is automatically uploaded to Semble, and appears in the Documents tab.

Adding documents within a folder

1. Go to the patient's Documents tab in their record.

2. Click on the relevant folder in order to open it.

3. Select Upload file.

4. Your device's file explorer opens. Select and open the document that you want to upload.

5. (Optional) You can also drag and drop documents into the folder

Rename a Document

You can rename a patient document at any time from the Patients page.

1. Go to the patient's Documents tab in their record. For information on how to do this, see above.

2. Click the more options icon next to the document that you want to rename and select Rename. Then type the new name of the document.

3. Press the Enter key on your keyboard.

The document's name is updated.

Delete a Document

You can delete a document from a patient record at any time, from the Patients page:

1. Go to the patient's Documents tab in their record.

2. Click the more options icon next to the document that you want to delete.

3. Select Delete.

4. Click Delete to confirm the deletion.

The document is removed from the patient's record.

Overview of Patient Documents

How to add and manage documents for a patient's record

View a Patient's Documents

Create a Folder

Add Documents

Adding documents as standalone files

Adding documents within a folder

Rename a Document

Delete a Document