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welcome to charm health your medical records management and practice management application on the cloud in this video we will go over how to use documents in charm help topics covered include how to upload documents how to add documents to patient file how to view sign and share documents and how to compare documents uploading documents documents like consent forms patient handouts etc can be uploaded under settings then documents if it is a private document that will be used only by you choose my documents documents such as consent forms which will be used by all members of your practice can be uploaded under practice documents click upload document choose the file you want to upload select document type documents uploaded as consent forms can be shared with patients while scheduling appointments documents uploaded under new patient package are sent to new patients by email during their first appointment select a folder you want to upload the document to change the date if needed an
