Patients need to upload things: insurance cards, photo IDs, lab results, even a photo of a prescription bottle (often the most accurate medication list you'll get). Without validation, upload fields create more problems than they solve.
What Goes Wrong
- Huge photos that fail on slow connections
- The wrong document (you asked for insurance, you got a utility bill)
- File types nobody can open
- Uploads that fail silently, so nobody knows something is missing
What Formisoft Handles
Size limit. Uploads are capped at 10MB, plenty for a phone photo of a card. A file over the limit gets a clear message with the maximum size, not a generic error.
File types. Choose which types each upload field accepts: documents (PDF, DOC, DOCX), images (JPG, PNG), or spreadsheets (XLS, XLSX, CSV). For insurance cards, accept images only.
Preview. After choosing a file, the patient sees its name and size and can remove it and pick another before submitting.
Setting It Up Right
Be specific. "Upload a photo of the front of your insurance card" beats "Upload document".
Show uploads only when relevant. With conditional logic:
- Insurance card only if the patient has insurance
- Referral letter only for referred patients
- Prior authorization only for certain procedures
Test on a phone. Most patients upload from their photo library or camera.
Healthcare Use Cases
- Insurance cards: front and back photos, images only.
- Lab results and records: PDFs from patient portals or scans.
- Prescription photos: drug name, dosage, prescriber, and pharmacy in one shot.
- ID verification: driver's license or government ID at registration.
- Referral letters: PDF uploads for specialist referrals.
Security
Files are encrypted with AES-256 on US-hosted infrastructure. Type validation blocks unwanted formats, rate limiting blocks automated abuse, and files sit behind the same role-based access as the rest of your data.
Uploads count toward patient readiness too: when every form on the visit is submitted, uploads included, the patient is ready before they walk in.
Related: patient intake software | intake form templates | dental practices
Get every patient ready before they walk in.
- Forms, consents, and signatures before the visit
- Your paper forms converted by AI
- BAA included