Open the Media Archive
Select Media Archive from the left navigation.
Choose a tab:
Clinical Photos: patient-related images
Marketing Media: images and PDFs you use in marketing campaigns and conversations
Clinical Photos
Find and filter photos
The filters across the top of the page narrow down which photos you see:
Search by patient: shows photos that belong to a selected patient
Search by tag: finds photos with the media tags you select
Date range: shows photos captured or uploaded during a selected period
Search by type: filters by the type assigned to the photo
Search by consent: filters for Full Media Consent or Clinical Consent
Change the view
The view buttons next to the filters switch between two layouts:
View by photo: shows each photo on its own
View by patient: groups photos under each patient
Add clinical media
Select the circle with the plus sign in the upper-right corner.
Choose one:
Upload Media to add an image you already have
Take Photo to take a new photo with your device's camera
Create Before & After to start a comparison image
Follow the prompts to link the media to the right patient and enter its details.
Save when you're done.
Open and update a photo
Select a photo in the archive.
Review or update its details.
Close the window when you're done. The archive refreshes and shows your saved changes.
Work with multiple photos
Select the checkbox on each photo you want to use.
Open the selected-photo menu.
Choose an action:
Print selected media
Create before & after image
Edit Side by Side
Take After Photo
Delete
Select Done to leave selection mode.
Note: Before-and-after and side-by-side actions need exactly two selected photos. Take After Photo needs one selected before photo.
Delete clinical photos
Select one or more photos.
Open the selected-photo menu.
Select Delete.
Deleting a clinical photo archives it. The photo isn't permanently erased.
Marketing Media
The Marketing Media tab holds reusable images and PDFs for your campaigns and conversations.
Find marketing files
The controls at the top of the tab let you:
Search by title or description
Filter by tags
Show all file types, images only, or PDFs only
Upload marketing media
Open the Marketing Media tab.
Select Upload.
Choose the image or PDF you want to add.
Enter the file details and upload it.
View or edit a file
Select a file's card.
Review or edit its details.
Save your changes.
Delete marketing files
To remove one file, use that file's delete action.
To remove several at once, select them and choose Delete.
Confirm the deletion when prompted.
Important: Deleted clinical photos are archived, but deleted marketing files can't be restored from this screen. Double-check before you confirm.
Tips:
Use the same tags consistently so media is easier to find later.
Before you upload clinical media, make sure you've selected the right patient.
Before you use a clinical photo outside your practice, check its consent with the consent filter.
Your role and permissions may control whether you can delete media.