> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://kb.linkhms.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Handling Patient Documents in LinkHMS

The **Documents** section within the [Patients](https://app.linkhms.com/patients) tab allows **Doctors** and **Nurses** to manage and store important patient-related files such as insurance documents, birth certificates, and other medical records. Documents can be uploaded, downloaded, and deleted, but they cannot be viewed directly in the system.

## Viewing Documents

The **Documents** tab displays a list of documents associated with the patient, including:

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/2/5/f/b25fdf3e57f59000/92161355-6b29-4aef-a295-694509_z5q4hn.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418480885/d4ab474861d8d542ed0ad7112298/Filled%29.png?expires=1746030600&signature=839d75ca87109c83d1d15fa4af4d74c4a330281f93948c44071e29470e100eff&req=dSQmHs12nYlXXPMW1HO4zWYp9GvnRqp7NXWfUVZa%2BvecvbqUGxDGWiRgMYF7%0AwEx5bdftdnluuHylP6s%3D%0A)

* **Type**: The category or type of document (e.g., Insurance, Birth Certificate).
* **Date Added**: The date the document was uploaded to the system.
* **Comments**: Any additional notes or file format information (e.g., jpeg, pdf).

This list helps quickly identify and manage various patient-related files, ensuring that all relevant documentation is easily accessible.

## Adding a Document

To add a new document to a patient's record:

* Click the **Add Document** button located at the top right of the **Documents** tab.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/8/5/b/185bf4f197cef800/7235a5c8-6086-4289-b5fc-4f4c02_4c0aqq.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418481272/5817b2f19f55a16a0a417d113674/Frame+1454.png?expires=1746030600&signature=7c918cb8289a9567de162ed068719dc43ccf17c85eec4dfd05a6a25a9ebfafbc&req=dSQmHs12nINYW%2FMW1HO4zclZ8SJMQ%2BSREdoEzXVvj0fFn2LCTsKaqTcpxDTn%0A39XrkhdeBxdIf6NG9uY%3D%0A)

* A pop-up window will appear where you can:

* **Upload File**: Select a file from your computer to upload (must not exceed 20 MB).
* **Type**: Choose the document type from a dropdown list (e.g., Passport, Driver License, Birth Certificate, Insurance, Other).
* **Comments**: Optionally, add a description or note about the file, such as its format or purpose.

[![](https://storage.crisp.chat/users/helpdesk/website/-/9/7/5/3/9753c02e053b6800/b10aef9b-348e-4f3a-92f9-e8aa27_axmhfd.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418481758/445b33cc221fc32ff74c2c21fbf0/Frame+1458.png?expires=1746030600&signature=aa308300e8fbe46aaabb92b9d1717bc7c15422c67d527a8b21df90e0344288bb&req=dSQmHs12nIZaUfMW1HO4zflSeaV38h%2FQU%2BHYOBqcA9YZroeLB6Hl4x0QGIxB%0Af1A36HZzQawxjZncHaM%3D%0A)

* Click **Upload** to add the document to the patient’s file. Once uploaded, the document will appear in the **Documents** list along with the upload date and any comments you provided.

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/6/6/0/5660118c70b0bc0/9f7498f9-a309-4b3a-94c3-1e5d5f_xaby42.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418482264/a4015b2ca435484275ce1d5bcdc7/Frame+1459.png?expires=1746030600&signature=e2ece8fae078212cbc12a6706922d0be2cfcd2de67f51b64167d38c6d39bda28&req=dSQmHs12n4NZXfMW1HO4zfBXx%2BlTS7wxb25rHnLJ1wiGB650TmfcrMfCmee5%0A9c%2F5gJMnPypyJzHMkxM%3D%0A)

## Downloading Documents

Since the system does not support document preview, files must be downloaded to view their contents:

* Locate the document in the list that you wish to view.
* Click on the **three-dot menu** on the right side of the document entry.

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/9/4/8/4948349604127000/e4ded3b2-9b55-4cb4-98d0-26e91a_1ydq9lc.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418482550/b08fdbcc50a2209207bebcb031f4/Frame+1455.png?expires=1746030600&signature=f2eb4a2f06bd25e17731da2b0e73ff831a4d1b47f5fa6afc399e7a71fff7a16d&req=dSQmHs12n4RaWfMW1HO4zeZiMKttpjjTnIQxaWgd1fCBjEYYqLFbQgbbjgMu%0AzLRvekcRPjmuoVRr%2FeU%3D%0A)

* Select **Download** from the dropdown menu. The document will be saved to your device for viewing.

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/6/1/e/861e79763f838800/2074605d-3069-4798-8b71-b2c6e3_wzw4t7.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418483164/1cfb3175aa35b24b3e1e5060a871/Frame+1456.png?expires=1746030600&signature=cfb9200873ff0c46ce625080e56ce2a40b0c67427d1ae7a586539495bcaf4afc&req=dSQmHs12noBZXfMW1HO4zRGd%2B4bVAs6ejc2yn3jPdZL0PjMxgtUXD752pYZb%0AuKTCZm2A5jAnegCIVbw%3D%0A)

## Deleting a Document

If a document is no longer required, you can delete it from the patient's record:

* In the **Documents** tab, find the document you want to delete.
* Click the **three-dot menu** on the right side of the document entry.

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/b/c/f/2bcf91ea83179e00/b0df8c8e-5470-4b2b-a955-03cc9e_1e4wz1z.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1418483475/251c166b276beb431bc76027dff5/Frame+1455.png?expires=1746030600&signature=d0aad49cccf4e66c47fc355ceb39d35ae6a27a27e6c4e4db4f71e09b70a593ef&req=dSQmHs12noVYXPMW1HO4zdSs3Y8GOezfLWiDJMZCFHz7hf5YkE2CbN3QPjxJ%0AnSPpH%2Fp2g4BSwW1DndQ%3D%0A)

* Select **Delete**. The system will prompt you to confirm this action. Once confirmed, the document will be removed from the list permanently.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1418483806/49b69ce33791397d9860dffd00d0/Frame+1457.png?expires=1746030600&signature=ffa10c333406131b2d6c5b61b63cebcf2768833d8407d89e693159ed8df68d0a&req=dSQmHs12nolfX%2FMW1HO4zT3K1fseopKlKwn5xfawhux9LLvbwTHNQ8FCAlc0%0AbEySAxdEeSshKnQR2BE%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1418483806/49b69ce33791397d9860dffd00d0/Frame+1457.png?expires=1746030600&signature=ffa10c333406131b2d6c5b61b63cebcf2768833d8407d89e693159ed8df68d0a&req=dSQmHs12nolfX%2FMW1HO4zT3K1fseopKlKwn5xfawhux9LLvbwTHNQ8FCAlc0%0AbEySAxdEeSshKnQR2BE%3D%0A)

#### 💡Notes:

* **Document Types**: The system categorizes documents by type, allowing for organized storage of different types of patient records.
* **Limited File Size**: The system supports file uploads up to 20 MB in size. Larger files must be compressed or resized before uploading.
* **Security**: Documents are securely stored within the system, ensuring that sensitive patient information is managed in accordance with privacy and data protection standards.