Uploading Files to the Patient Chart

Files such as referral records, diagnostic result forms, or a previous vaccine history can be uploaded to the Visit Card, Non-Visit section, or Documents page by dragging/dropping onto the document screen or using the ‘Upload Document’ button.

You can also edit the file name/type when uploading a new document. The rVet Sharing toggle will default as ON. If you don’t wish to share a document to the referring veterinarian, simply move the toggle to the left OFF position.

If a document was mistakenly uploaded to a patient file, clicking the 3-dot menu to the left of the upload gives you the option to ‘Void’. This won’t delete the document, but it will automatically filter it to hidden, and voided documents will not be accessible via Shareville, nor will they automatically send with a full record download.

You can also ‘Undo Void’ for a previously Voided Document via the 3-dot menu (you’ll want to toggle ‘Hide Voided’ OFF within the Filters first so this is visible).

To view an uploaded document, simply click on the document name and the file will automatically open a media preview for a quick look at the document contents.

Left ◀ and right ▶ icons help you effortlessly navigate through the uploaded attachments in patient attachments or all of the uploaded documents in the individual visit.

If you’d like to open the file outside of Instinct, simply click on the download 🔽 icon in the open preview window.

Or select Download in the 3-dot menu next to the document.