---
title: "How to Upload Documents to a Patient File"
url: "https://help.healthbridgeclinical.co.za/en/article/how-to-upload-documents-to-a-patient-file"
language: "en"
last_updated: "2026-03-12T10:55:02.745Z"
---

# How to Upload Documents to a Patient File

#### **1\. Launch Healthbridge Clinical**

-   Open the **Healthbridge Clinical** application on your device.

#### **2\.** Locate the patient record using one of the following methods to find the correct patient:

-   **Search Function** – Enter the patient’s name or ID.
-   **Waiting Room** – Select the patient from the checked-in list.
-   **Calendar** – Find the patient based on their scheduled appointment.

![](https://cdn-assets.productfruits.com/8f8a9d5c-24a9-43db-b1a4-dc410adeb5bb)

####  **3. Access the Patient Timeline**

-   Open the patient file; the **Patient Timeline** will be displayed automatically.
-   Scroll through the timeline to locate the relevant section for **document upload**.

![](https://cdn-assets.productfruits.com/d9f1f526-23b3-4c06-8c9f-17218245402d)

####  **4. Initiate the Upload Process**

-   Click the **"📎 Paper Clip"** icon to upload an existing file.
-   Click the **"📷 Camera"** icon to capture and upload a new image.

![](https://cdn-assets.productfruits.com/f4c38aa6-436d-4772-8fec-56c1c2cea819)

####  **5. Enter Document Details**

-   Add a **Description** for the document.
-   Select a **Category** to classify the file for easy retrieval.

![](https://cdn-assets.productfruits.com/2685aaa0-9adb-455f-af23-3e0a4db0d154)

#### **6\. Finalize the Upload**

-   Click **"Upload"** to **save the document** to the **Patient Timeline**.
-   The document will now be accessible for future reference.

![](https://cdn-assets.productfruits.com/5d29b3c6-8695-4faf-a2df-bc7828ed03f0)

This feature ensures secure document storage, efficient record-keeping, and easy access to patient files.