Documents & photos
Upload, organise, edit and share patient files, including before-and-after images.
Every patient file has document storage with folders, an upload dialog that reports progress per file, in-app editing of Word documents and PDFs, and a photo editor for before-and-after comparisons. Documents can be emailed to the patient or attached to an invoice or insurance submission.
What you can do here
- Upload one or many files with progress and error reporting
- Organise documents into folders per patient
- Preview documents without downloading them
- Edit Word documents in the browser
- Build before-and-after image comparisons
- Email documents and photos to the patient
Uploading documents
- 1
Open the Documents tab
In the patient file, in Medical mode.
- 2
Choose Upload
Select one or several files. Large batches are handled one after another.
- 3
Watch the progress
The dialog shows which file is uploading, overall progress and whether each file succeeded or failed.
If a file fails, the error is shown against it so you can retry just that one.
- 4
File it in a folder
Navigate into a folder before uploading, or move the document afterwards.
Folders
Documents are stored per patient and can be nested in folders, which keeps consent forms, correspondence, lab results and photography apart.
- Folders are listed before files and sorted alphabetically
- Navigate into a folder to see its contents, and back out again with the path shown at the top
- Older documents stored before folders were introduced remain accessible in the file
Tip
Agree one folder convention across the clinic — for example Consent, Correspondence, Lab, Photos — before uploading in volume. Renaming later is far more work.
Previewing and editing
- Preview
- Documents open in a preview inside the platform, so you can read a consent form during a consultation without downloading it.
- Word editing
- Word documents can be edited in the browser with a rich text editor, then saved back to the patient file.
- PDF output
- Documents and generated paperwork can be produced as PDF for printing or sending.
- Image handling
- Clinical photography, including images from phones and tablets in HEIC format, is converted so it can be viewed on any device.
Before-and-after comparisons
The photo editor builds a side-by-side comparison from two images on the patient file — the single most requested artefact in aesthetic practice.
- 1
Open the photo editor
From the patient's photos, choose the before-and-after editor.
- 2
Pick the two images
Select the earlier and the later photograph.
- 3
Align them
Zoom and reposition each image so the framing matches. Consistent framing is what makes a comparison credible.
- 4
Save or send
Keep the result on the patient file, or email it to the patient.
Important
Patient photographs are sensitive personal data. Obtain written consent before using any comparison outside the clinical record — marketing use in particular.
Sending documents to patients
- 1
Select the document or photo
From the patient file.
- 2
Choose the email option
A share dialog opens with the patient's address prefilled.
- 3
Review and send
The message goes out from the clinic with your signature, and is recorded against the patient so the team can see it was sent.
Related pages
Last updated September 2025. Screens may differ slightly depending on your plan and role.