The catch-all for everything that isn't a structured record
Not everything a clinic needs to keep on file fits neatly into a structured form or a generated letter. A referral fax from another provider, a scanned insurance card, a lab result PDF emailed in from an external lab, a photo taken on a phone — the Documents tab is where all of that lives: files uploaded as-is, attached to this patient's record, without needing to be transcribed into a form field first.
Think of it as the difference between structured and unstructured information in the record. Forms and custom fields capture data ClinyPal (and your reports) can read and act on; the Documents tab simply stores the file itself, exactly as it was received, for a human to open and read later.
- What kinds of files belong on the Documents tab
- How uploading and reviewing a document works
- How to decide whether something belongs here, on the Forms tab, or on the Letters tab
Uploading and reviewing a document
Open the Documents tab
From the patient's record, click the <strong>Documents</strong> tab.
Upload a file
Use the upload control to add a new document to the patient's record.
Open or download a document
Click an existing document in the list to view or download it.
Deciding where something belongs
Because ClinyPal has three places a piece of patient paperwork could conceivably end up — Documents, Forms, and Letters — it's worth having a quick rule of thumb rather than guessing each time.
| If it's... | It belongs on... |
|---|---|
| A file that already exists elsewhere and you're just attaching it (a scan, a PDF, a photo) | <a href="/patient-record/patient-record-documents-tab/">Documents</a> tab |
| Something the patient fills in directly inside ClinyPal, field by field | <a href="/patient-record/patient-record-forms-tab/">Forms</a> tab |
| Something ClinyPal generates for you from a template and patient details, like a referral letter | <a href="/patient-record/patient-record-letters-tab/">Letters</a> tab |