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This video tutorial covers how to use documents in Charm Health, a medical records and practice management application on the cloud. Topics include uploading documents, adding them to patient files, viewing, signing, and sharing documents, as well as comparing them. Documents like consent forms and patient handouts can be uploaded under settings then documents. Private documents for personal use should be uploaded under "My Documents," while documents for practice use can be uploaded under "Practice Documents." Uploaded consent forms can be shared with patients during appointments. New patient package documents are emailed to new patients. Select a folder and date for each document uploaded.
