📝 Overview
This article provides an overview of how to access, view, and manage documents and x-rays uploaded to patient profiles using the Documents & X-Rays tab within the Utilities section of ChiroHD.
📁 Accessing the Documents & X-Rays Section
To begin:
Navigate to the Utilities tab in the top navigation bar
Select Documents & X-Rays from the dropdown menu
This section displays a comprehensive list of all uploaded files, including:
PDFs
X-rays
Other document types associated with patient profiles
🧾 Understanding the Document List
The Documents & X-Rays tab acts as a central repository for all uploaded patient documentation.
From here, you can:
👁️ View files: Click to preview any document
✏️ Edit document metadata: Update or correct the attached patient profile
❌ Delete documents: Remove outdated or incorrect files
⬆️ Upload new documents: Manually add files to a patient’s profile
📌 Note: This list is a read-only overview. For edits or verifications, manage files directly within the patient's profile.
🔼 Uploading Documents: Best Practice
While uploading from Utilities > Documents & X-Rays is possible, it is recommended to upload directly within the patient profile.
Why?
✅ Ensures correct file-to-patient association
❌ Avoids mismatched patient ID errors
🚀 Streamlines workflow by reducing navigation
❗ Handling "Unknown Patient" Errors
You may occasionally see a red label saying "Unknown Patient" next to an uploaded document.
What it means:
ChiroHD cannot match the file to an existing patient due to a mismatched or missing patient ID from the external imaging software.
How to fix it:
✅ Double-check the patient ID in the imaging software
🔁 Re-upload with the correct ID
✋ Or manually attach the document to the correct patient profile
📚 Navigating Multiple Pages
For locations with many uploads, use the pagination buttons at the bottom of the Documents & X-Rays tab to:
Navigate files in batches
Locate specific uploads
Perform bulk reviews of past documents
✅ Key Takeaways
Use Documents & X-Rays tab for a read-only overview and audits
Always upload documents within the patient profile to avoid mismatches
Watch for "Unknown Patient" errors caused by ID mismatches from external systems
Use pagination to navigate through large volumes of uploads
📌 Conclusion
The Documents & X-Rays tab in ChiroHD offers a centralized way to view all uploaded files. While it's helpful for audits and oversight, uploading directly from the patient profile remains the best practice for ensuring accurate documentation and smooth clinical workflows.