How-to

Uploading a file

Attach a document, consent form, or ID scan to a customer.

Use files to attach documents that belong to the customer record — signed consent forms, ID scans, referral letters, care plans.

Uploading

  1. Open the Files tab

    On the customer, go to Files.

  2. Upload

    Tap Upload. Choose one or more files from your device.

  3. Wait for processing

    Files are uploaded and indexed. PDFs and images are shown with a preview thumbnail; other formats show a generic icon.

Managing files

Tap a file to view or download. The file menu has options to rename or delete.

What files are for

  • Signed consent forms — vaccination, medication management, research
  • ID scans — for Medicare or AIR identity verification
  • Referral letters and clinical correspondence
  • Care plans and discharge notes from other providers

What files aren't for

  • Encounter data — record vaccinations as encounters so they reach AIR
  • Sensitive material that must stay local — files are stored on Light's infrastructure. If your site policy requires on-premise storage, don't upload
  • Expired or outdated documents — delete or replace rather than letting the list grow