How to Upload & Assign Educational PDFs

Providers can easily upload educational PDFs to share directly with patients through the app. These resources are an important part of the patient's treatment journey, offering providers the opportunity to tailor care plans to meet each individual’s unique needs.

By offering clear and personalized information, these PDFs help patients feel more informed and supported throughout their care. This thoughtful, customized approach ensures that every patient receives specialized care and feels empowered as they navigate their treatment, ultimately contributing to better health outcomes.

Below is a video tutorial on how to upload and assign Educational PDFs

Uploading Educational PDFs

1. Navigate to the 'Educational PDFs' tab from the main page.

2. From the Educational PDFs page, click on 'Upload PDF.'

 

3. The 'Upload PDF' box will pop up and you can add the title of the PDF and the select the category.

4. From there, click on 'Select File' to upload the PDF from your PC or device, and then click on 'Upload.'

5. Your PDF will be saved under the relevant category.

Assigning Educational PDFs

1. Navigate to the patient's card and click on it to open their profile. Once in the patient's profile, scroll down until you see the 'Assign Educational PDF' button.

2. Click on the 'Assign Educational PDF' button and select a PDF to assign.

4. Once you've selected a PDF to assign, click on 'Assign.'

5. Once the PDF has been successfully assigned, you will get a notification alerting you of this.