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This video tutorial provides an overview of how to use documents in Charm Health, a medical records management and practice management application on the cloud. Topics covered include uploading documents, adding documents to patient files, viewing, signing, and sharing documents, and comparing documents. Documents such as consent forms and patient handouts can be uploaded under settings, with the option to upload private documents under "My Documents" or practice-wide documents under "Practice Documents." Consent forms can be shared with patients during appointment scheduling, and documents uploaded under new patient packages are sent to new patients by email. Uploading documents involves selecting a file, choosing a document type, and selecting a folder for organization.
