Patient Documents & Images

Modified on Mon, 14 Jul at 10:29 AM

Within the Documents & Images tab on the patient's dashboard, you'll find any files associated with the selected patient. Some file may be automatically generated by the HearLink system during specific actions like a Sales Order or a Hearing Test. You can also upload, view, email and delete a documents manually as needed. 


In this article we will cover how to: 

  • upload a new document or image. 
  • view a document or image. 
  • email a document or image.
  • delete a document or image. 


If you need to add or edit an upload type, this can be done in organisation settings. If you don't have access, please contact your organisation owner.



Navigate to the documents and images tab




Upload a document or image

  • Click the Upload document text. 



  • Choose a file from your device.
  • Select a Type from the dropdown list. You can create your own custom types in Organisation settings



  • Click Submit. The uploaded file will appear at the top of the list. 




View a document or image

  • Click the View text next to the relevant document. 



  • The file will open in a new tab, where it can be reviewed, downloaded, or printed as needed.



Email a document or image

  • Click the Email text next to the relevant document. 



  • A form will appear pre-filled with details pulled from the document. 


If an email address was not provided when creating a patient, you will need to manually add an email address.



  • Make any changes or customisations to the content if required. 
  • Optional: Click Show email preview to see the email layout.
  • Click the Submit to send the email.



Delete a document or image

  • Click the Delete button next to the relevant document. 
  • You'll be shown a warning message.



  • Click Delete to confirm and delete the document.



Warning: Once a document or image has been deleted this action cannot be undone. Please proceed with caution!

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