To upload a file to a patient record:

Go to Create -> Attachment

Click on the Select a file to upload button

Choose the file from your device

Once the file has uploaded you will see options to:

Enter a optional description for the attachment (File name will be populated with the name of the file as saved on your device)
Select a Keyword i.e. "Letter" or "Scan". You can amend or add more keywords - find out more here
Set if you want it to be visible only to you (and site administrators)
Identify whether it's a file you've added password protection to (if you don't know, WriteUpp will work this out once it's uploaded and opened)
Then Save:



You will be taken into the Files tab of the Patient Summary, where you will be able to view your uploaded file.

If the file you wish to upload is larger than 8MB, you will see a message advising this as it cannot be uploaded and stored within WriteUpp.

If you see an error related to the file name containing invalid characters, this references the name of the file as saved on your device. We'd recommend you rename the file locally to remove any special characters (for example % £ & ! *) before trying again.

The uploader supports a variety of file formats including PDF, DOC, DOCX, XLS, CSV, JPEG, PNG. Other file formats may not be supported.  For a full list of file formats that can be uploaded, please see here.

You also have the option to link out to a file or folder that you have in external storage (Google Drive, OneDrive, Dropbox etc). This will allow you to access and link important files to a patient in WriteUpp that might be larger than 8MB in size.  You can read more about this here.
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