How to attach files during a patient visit?

This functionality enables users to efficiently attach files directly to a patient’s visit within the system. During a patient appointment, healthcare staff can easily add relevant documents—such as test results, images, or additional notes—by uploading files or providing links. Each file can be categorized according to organization-wide standards, ensuring better organization, quick retrieval, and full compliance with trial.Documents can be linked to a specific procedure from visit.

Hyggio Support
14 steps
2 minutes

Hyggio

Navigate to [Hyggio->Trial->patient->Visit](https://app.stage.hyggio.com/patients/190713/panel/edm/772056)

Click "Add..."

Click "Attach file"

Alternative path to add the file

Select file or URL link

Select categories that have been defined at the organization-wide level.

Select the procedure - optional step

Click "Save"

Click here.

The document will be added to the list of files with a link to a trial, visit, category or procedure.