How to Request an Image Upload
Written by Amelia Boyer
Updated at March 31st, 2025
Table of Contents
How to Request an Image Upload
A good example of when this kind of document type creation is needed is to collect insurance card images. These steps are for creating a document type, that will request the patient to upload an image of what you are requiring.
Video Tutorial - Document Type Set-Up:
Step-By-Step Tutorial:
-
Select the document tab from your left navigation
-
Select Document Types
-
Select Add
- Input the details for this document type. The Title will be saved as the end view for the document. We recommend being explicit with the ask for the description/instructions for the user.
Example Instructions:
Please upload a FRONT and BACK image of your insurance card. Follow the directions below:
From the WEB: Select the three dots to the right of the desired document -- select "Add Document" -- click or drag to upload your file -- add a note if necessary-- Select OK
From the APP: tap on the desired document -- select "Scan document with camera" -- take an image of the FRONT of your insurance card -- Select "add another page" -- take an image of the BACK of your insurance card -- Select "Done Scanning"
-
Continue to set: Document Management, Form Options, Notification Settings, and User Access as desired
-
Assign to your desired Organizations
-
Select Save
To view how the patient will complete the document follow along with: How to Complete a Document (Web and App)