Docs / Guides / Files

Uploading and viewing patient files

How to attach a file to a patient record, what the 10MB cap and type list mean in practice, and how to open an image, a PDF, or, on the Complete plan, an STL 3D scan.

Uploading a file

From a patient's record, choose Upload file, pick the type (xray, scan, document, photo or other) and the file, and upload it. Each file is capped at 10MB, and only these formats are accepted: PNG, JPEG, GIF, WebP, PDF and STL. An STL that your computer labels wrongly, or not at all, is still accepted when its name ends in .stl.

A file over the cap, of a format not on the list, or with a name that isn't a plain file name (no slashes, not "." or "..") is refused before it uploads. After upload, HyperCRM checks that the content really is what the file type says, for example that a .pdf is a PDF. A file that fails this check is deleted and not stored.

One prerequisite worth knowing

If file storage is unavailable, uploading returns a clear service-unavailable error rather than failing silently, and your existing files still list, each showing Unavailable in place of its download until storage is back. One file failing is usually the file, so check its size and type. Each practitioner you pay for adds 10 GB of file storage, pooled across the practice. Beyond that, each extra GB-month costs 1 of your credits, and new uploads are refused only when your credits run out. Existing files are never deleted. If every file fails and you have credits left, the problem is ours. Choose Report a bug in the account menu, so we see the screen you were on.

Viewing what's already there

Before using a patient's files in a talk, a case study or anything public, check File use consent on their record: it is the record of whether they agreed. Images (PNG, JPEG, GIF, WebP), x-rays included, show a thumbnail and open full screen without leaving the patient record. There, zoom with the mouse wheel, a two-finger pinch, a double-click or the + and − buttons (0 fits it again), drag to move around, and use the arrows, ← and →, or the strip of thumbnails to go through the patient's other pictures. PDF documents open in a new browser tab from Download. Every patient file is private, always: the underlying storage has no public address, and each time you open or download a file, HyperCRM creates a fresh signed link that stops working after a few minutes (5 by default). If a link you copied earlier stops working, that's expected. Open the file again from the patient record.

Opening an STL 3D scan

On the Complete plan, an STL file gets a 3D view button beside Download. On Essential, an STL is stored and downloaded like any other file, without the viewer. The viewer opens in the app with orbit, zoom and pan, and the camera fits itself to the model automatically. It only loads when you open it, so it costs nothing on a patient record where you never use it. If your browser can't display it (no WebGL) or the file can't be read, the viewer says so, and you can still download the file.

Downloading a copy

Any file, image, PDF or STL, can be downloaded directly from the patient record. Download saves a JPEG picture, or any file that isn't a picture, at once. On any other picture it asks first: Original (in the format it is stored in, usually WebP, which uploaded pictures are converted to) or JPG, which HyperCRM makes from it on request. A photo-record place also has Download as JPG in its menu, with its edits applied. Because download links are short-lived and signed, save the file itself if you need to keep a copy outside HyperCRM; don't rely on a saved link working later. See the files feature page for how this fits with the rest of a patient's record, or the security page for how private storage and signed links work across the whole app. For anything not covered here, the guides hub links to the rest of the documentation, and we're a direct line away for the rest.