SupportPatient Management

Document Upload

5 min read
Last updated: February 12, 2026

Document Upload

MyDentalPractice allows you to attach documents to patient records, keeping all relevant files organized and accessible from one place.

Supported File Types

TypeFormatsMax Size
ImagesJPG, PNG, WEBP10 MB
DocumentsPDF25 MB
X-raysDICOM, JPG, PNG15 MB

Uploading Documents

From the Patient Profile

  • Open the patient's record
  • Click the Documents tab
  • Click + Upload Document
  • Select the file from your computer (or drag and drop)
  • Choose a Document Type from the dropdown:
  • - X-ray (Periapical, Panoramic, Bitewing, CBCT)

    - Consent Form

    - Referral Letter

    - Lab Report

    - Insurance Document

    - Other

  • Add an optional description
  • Click Upload
  • From the Chat/Notes View

    When writing clinical notes, you can attach documents inline:

  • Click the Attach icon (paperclip) in the notes editor
  • Select your file
  • The document is linked to both the clinical note and the patient's Documents tab
  • Organizing Documents

    Folders

    Documents are automatically categorized by type. You can also create custom folders:

  • Go to the Documents tab
  • Click + New Folder
  • Name the folder (e.g., "Orthodontic Progress Photos")
  • Drag existing documents into the folder
  • Search and Filter

    Use the search bar within the Documents tab to find files by:

  • Document name
  • Document type
  • Upload date range
  • Uploaded by (team member)
  • Viewing Documents

    Click any document to open it in the built-in viewer:

  • Images and X-rays — Zoom, rotate, and adjust brightness/contrast
  • PDFs — Full document viewer with page navigation
  • DICOM files — Basic DICOM viewer with windowing controls
  • Sharing Documents

    To share a document with a patient or referring dentist:

  • Open the document
  • Click Share in the top right
  • Choose Email or Generate Link
  • Email sends it directly; the link is valid for 7 days
  • Shared links require no login and are secured with a unique token.

    Storage Limits

    PlanStorage
    Starter5 GB per clinic
    Professional25 GB per clinic
    Enterprise100 GB per clinic

    See your current usage at Settings → Storage.

    For recording clinical information, see our Medical History guide.

    Still need help?

    Our support team is available Monday-Friday, 9am-6pm WAT.