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Table of Contents
Access Through an Appointment
If the client has an appointment on the schedule:
Go to Schedule.
Right-click on the client’s appointment.
Select Treatment Information.
This opens the client’s Treatment Record.
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Viewing RxPhoto Forms (Charting Tab)
At the top of the Treatment Record, select Charting.
This section shows all forms synced from RxPhoto.
For each form, you’ll see:
Form name
Date and time created
Forms are organized into folders by date.
You can:
Use the Search bar to find a specific form
Change sorting from date to title using the dropdown
To open a form:
Click the form
A preview appears in the main screen
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Uploading a PDF to Charting
Click Upload
Select a PDF file
Important:
Files uploaded in Charting must be PDF only
Uploaded PDFs will also be available in RxPhoto
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Docs Tab
Select the Docs tab to view manually uploaded documents.
To open a document:
Click the magnifying glass icon
When viewing a document, you can:
Zoom in or out
Download the file
Print the file
Click the X in the top-right corner to close the document.
Uploading Files to Docs
Use the Upload button
This tab accepts non-PDF files
Recommendation:
Upload PDFs to the Charting tab when possible.
Use the Docs tab for non-PDF files.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQjJN">)
Forms Tab (UMR Only)
If your practice uses UMR, you will see a Forms tab inside the Treatment Record.
This tab is used exclusively for UMR-specific forms. These forms are separate from:
Charting forms (found in the Charting tab)
Uploaded documents (found in the Docs tab)
Only UMR-related forms will appear in this tab.
If your practice does not use UMR, this tab will not appear.
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Viewing Client Images (Photos)
To view client photos:
Open the Treatment Record.
Click the Client Images button in the top-left corner.
This opens the Images section.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQj1e">)
For each image, you will see icons:
People icon – Set as profile picture
Magnifying glass – View full size
Pencil icon – Edit image details
Minus icon – Remove image
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQigg">)
When editing an image, you can:
Assign a category
Enter or update the image date
Add notes
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Selecting and Comparing Images
To select an image:
Click on it
It will highlight in blue
You can select multiple images.
To compare:
Select two images
Click Compare Images
Click OK to return
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[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQjOD">)
To clear your selection:
Click Clear Selection
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQgoY">)
Click Close when finished viewing images.
Access Through the Client List
You can also access forms and photos without using the schedule.
Go to Clients in the top menu.
Select Client List.
Search for the client.
Double-click the client’s name.
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From the client profile:
Select Documents to view uploaded files
Select Client Images on the Demographics page to view photos
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQel8">)
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000005jxN&feoid=00N3s00000QF9k7&refid=0EMRd00000MQjHl">)
Expected Outcome
You can quickly:
View completed RxPhoto forms
Search and sort forms
Upload and download documents
View and compare client photos
Access client records from the schedule or client list
Troubleshooting
Issue
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Likely Cause
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Fix
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Form not visible
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Looking in wrong tab
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Check the Charting tab
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Cannot upload file in Charting
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File is not PDF
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Use Docs tab instead
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Forms tab missing
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UMR not enabled
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This tab only appears for UMR practices
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Images not loading
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Sync delay
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Refresh the page
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