Add patient documents
Patient documents can be kept with the patient record and made available from the consultation workspace. Add a document from a patient’s DOCUMENTS section, or use ADD DOCUMENT in a consultation’s Context section.
Add files or text
- Open the patient record and expand DOCUMENTS.
- Select ADD.
- Choose one of the two tabs:
- Upload File for PDF, DOCX, TXT, JPG, JPEG, or PNG files.
- Enter Text to create one or more text documents directly in Basilias.
- Select Process Files.
Review before saving
Processing moves the document to a review list. For each item, open it to check and edit:
- Document Title
- Description / AI Summary
- Processed text
- Document Date
- Tags
For file uploads, Basilias presents the processed text alongside the original file where available. Select Save Document for an individual item, or Save All Documents from the review list when you are ready.
View and manage saved documents
The patient’s document list can be searched by title, description, or summary. Select a document to view its processed content and, when available, the original file. The viewer also provides Download for file-based documents and Delete for removing a document. Deletion cannot be undone.
Once saved, documents appear in the patient’s DOCUMENTS section and can be opened from a consultation’s Context section.