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This video tutorial provides an overview of how to use documents in Charm Health, a cloud-based medical records and practice management application. Topics covered include uploading documents, adding them to patient files, viewing, signing, and sharing documents, and comparing documents. Documents like consent forms and patient handouts can be uploaded under settings, then documents. Private documents can be uploaded under "My Documents," while practice documents like consent forms for all members can be uploaded under "Practice Documents." Uploaded consent forms can be shared with patients, and documents can be sent to new patients by email. Users can choose the folder to upload the document to and change the date if needed.
