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How to manage documents

Log in to the platform with your registration credentials and click on the side menuDOCUMENTSto access the section.

Personal document management

In the section DOCUMENTS view all your PERSONAL DOCUMENTS in PsyCare.

On the page:

  1. click on ADD DOCUMENT to add a new document
  2. click on  DIGITAL SIGNATURE to digitally sign a document[Supporto: Digital Signature]#atfp_close_translate_span#
  3. click onSEARCH to search for a document among those already uploaded
  4. click on REFRESH to refresh the page
  5. select   on the documents tab to select multiple downloads; you will see
    • click on  to download all the selected documents in .zip format
    • click on the  to deselect 

For each document you can:

  1. click on SHARE WITH A PATIENT and share the document with one or more patients
  2. click on  DOWNLOAD and download the selected document
  3. click onDELETE and permanently delete the document from the documents section in PsyCare
  4. click on  SELECT to select multiple documents for download in .zip format

Add a document

  1. SelectADD DOCUMENT at the top right of the page: you will see the popup

    • selectBROWSE and choose the document to upload
    • selectCANCEL to cancel the operation
    • selectSEND to upload the selected document
      • view the document in the page list

SUGGESTION
Don't see the document you're looking for? Try refreshing the page >

Share a document with one or more patients

  1. Locate the document you want to share in the list or search for it.
  2. SelectSHARE in its row and access the popup for sharing that document.
  3. Find the patient(s) you want to share the document with in the list, or search for them.
  4. Click on the respectiveSEND of the patient(s)
    • The patient receives the document in his or her documents section in PsyCare.

Condivisione di un documento

ATTENTION: If the patient has not completed registration, or has not uploaded his or her identification document, it is not possible to share a document with him or her.
You canCOMPLETE THE REGISTRATION you too for him....

Condivisione impossibile

Summary