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  • #31664

    How do I transfer a word document into a patients file?

    If that’s not possible, can I transfer a pdf?

    Joshua Barrs

    Hi jrdavies,

    ClinicOffice has the ability to add individual documents to patient files, but unless you have the documents and scanning module, you will be limited to 3 per patient.

    To add a document, simply open the patients record, and go to the “Documents” tab. From here, you will see an “Add files” button. If you press this, you will be taken to the local folder system on your PC to choose the document to add.

    ClinicOffice will allow Microsoft Word documents, and if you are running the local edition of ClinicOffice, then Word can be used to open them, however if you are one of our hosted customers, then a pdf would be the more desirable option.

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