AMEXZONE allows clinics to configure file upload fields (Upload File) within forms and questionnaires, enabling patients to attach documents directly when completing them.
This feature can be used to request photos of identification documents, insurance cards, or other required documents, depending on the clinic's needs.
Steps to Add a Document Upload Field
- Navigate to Templates and select the form or questionnaire you want to modify.
- In the template editor, select the section where you want to add the upload field.
Click Add Question to create a new question.
- In the New Question window, complete the following fields:
- Name: Enter the name of the document you want to request, such as Upload Insurance Card or Upload Photo ID.
- Description: Add any additional instructions for the patient, if needed.
- Response Type: Select Upload File to allow document uploads.
- Active: Keep this option enabled to make the field available.
- Required: Enable this option if uploading the document should be mandatory.
Click Save to save the question.
- Finally, click Save Changes to save the modifications made to the form.
Important: Once the Upload File field is configured, patients can attach the requested documents when completing the form electronically. Multiple upload fields can be added to request different types of documents.