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Upload a Medical Document

Upload external documents (images, PDFs, Word files) to create a note. The AI can optionally analyze the uploaded content and extract clinical information into a structured note.
1

Start an Upload Note

Click New Note and select the upload option. Select the patient if not already chosen.
2

Select a Template

Choose a note template from the dropdown. A template is required before uploading.
3

Upload Files

Drag and drop files into the upload area, or click Select File to browse. You can upload multiple files at once. Supported formats:
  • Images: JPEG, PNG, HEIC/HEIF (up to 10 MB each; large images are automatically compressed)
  • Documents: PDF, DOCX (up to 10 MB each)
You can also skip the file browser and capture a page live:
  • On desktop with the Scanner Bridge installed, click Scan to pull a page straight from a connected document scanner into the upload list.
  • On a phone or tablet, click Scan with Camera to open the device camera and take the photo, which is added to the upload list the same way as a browsed file.
4

Choose Processing Mode

  • AI Processing (default): The AI analyzes your uploads and extracts medical information (medications, dosages, vital signs, clinical notes) into the template’s structured fields.
  • Skip AI Processing: Check the Skip AI processing checkbox to attach files to the note without any AI analysis. Files are stored as-is.
5

Generate or Upload

Click Generate Note (with AI) or Upload Files (without AI). After processing, you are redirected to the generated note where you can review and edit the extracted content.

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Source Documents

When a note is generated from uploaded files (via the Upload flow), the original source documents are displayed at the top of the note with a distinct banner. These are the files the AI analyzed to produce the note content.