How to Use SOTA Cloud’s Premium Patient Files Module *Purchase Required

SOTA Cloud’s patient files feature securely stores and shares files, is HIPAA compliant, and organizes files within patient records for easy access.

Here’s a step-by-step guide on how to use SOTA Cloud’s patient files feature:

Step 1: Uploading Files

1. Access the Patient Files Icon: To begin, click on the patient files icon in the SOTA Cloud interface.

2. Upload a New File: For example, if you need to upload a new CBCT file, you can simply drag and drop the file into the designated area. Alternatively, you can click the "Browse Files" button to select files from your computer.

3. Confirm File Type for Zip Files: If you’re uploading a zip file, the system will prompt you to confirm whether the zip file contains CBCT DICOM data. Click "Yes" if it does, ensuring that the data set is recognized as a CBCT file for future use with SOTA Cloud’s 3D viewer, which is expected to be released later this year.

4. File Types and Storage: You can upload any type of file and have unlimited storage. For instance, within a single patient record, you can store CBCT files, PDF files, STL files, DocX files, and more.

Step 2: Sharing Files

1. Select Files to Share: To share files, click on each file you want to share to highlight them with a green border. For example, select the new CBCT file and any previous CBCT files you have on record.

2. Click 'Share': Once the desired files are selected, click the "Share" button.

3. Set Expiration Date: In the sharing menu, you will be prompted to select an expiration date for the shared files. By default, files are set to expire after 30 days, but you can customize this. For example, you can set the expiration date to August 29th.

4. Create Share Link: Click "Create Share Link." The system will generate a link and password for the shared files. Note: The password will only be provided once for security reasons.

5. Share the Link and Password: You can share the link and password through your preferred method, whether by email, an internal messaging system, or another secure platform.

Step 3: Recipient Access

1. Access the Shared Link: The recipient will open the shared link as if they are accessing the files for the first time.

2. Enter the Password: The recipient must input the provided password to access the files.

3. Download Files: From the access menu, the recipient can choose to download all files at once or select individual files for download. It’s important to note that the recipient must have pop-ups enabled for the site to begin downloading files.

Conclusion

SOTA Cloud’s patient files module is an excellent solution for storing and sharing any kind of file, regardless of size—from large CBCTs, intraoral and facial 3D scans to patient release forms, lab results, and more. With the ability to upload files up to 500 megabytes and enjoy unlimited storage, SOTA Cloud makes managing patient files easier than ever for your team. Try SOTA Cloud’s patient files module today to streamline your file management and sharing process!