Investigations

Upload X-rays, images, and PDF reports linked to a patient's Appointment: and preview them directly within Cliops.

What are Investigations?

Investigations are files (X-rays, images, or PDF reports) attached to a specific Appointment. They allow the dentist to store and reference diagnostic material alongside the clinical notes for that Appointment. All uploaded investigations appear in the patient's Medical History Timeline.

Who can use this?

Supported File Types

Maximum file size: 10 MB per file.

Investigation Document Types

When uploading, you must select the type of investigation:

Uploading an Investigation

Web App:

1. Open the Appointment → go to the Investigations section.
2. Click Upload.
3. Select the document type from the dropdown.
4. If type is Other, enter a short note describing the file.
5. Choose the file from your computer.
6. The file uploads and appears in the list.

Mobile App:

1. Open the Appointment → scroll to Investigations.
2. Tap Upload.
3. Select the document type.
4. Tap the photo/file option sheet:
   • Take Photo: open the camera to photograph an X-ray or document directly.
   • Choose from Gallery: pick an existing image from your phone.
   • Pick Document: select a PDF from your files.
5. A confirmation sheet shows a preview of the file: add notes if needed and tap Confirm Upload.
6. The file uploads with a progress indicator.

Image compression: On mobile, images are automatically compressed before upload to save storage while maintaining quality.

Viewing & Previewing Investigations

All uploaded files appear as cards in the Investigations section with:

• File type icon (image / PDF)
• Document type label (e.g. "X-Ray")
• Upload date and time: Notes (if any)

To preview:

• Images: Tap/click the card to open a full-screen preview.
• PDFs: Tap/click to view or download the PDF.

To share (mobile): Tap the share icon on an investigation card to share the file via your phone's share sheet.

Deleting an Investigation

Tap/click the delete icon on an investigation card → confirm deletion.

Deletion is permanent. Only delete files that were uploaded by mistake.

Investigations in the Timeline

All investigations are saved permanently to the patient's Medical History Timeline. Even after an appointment is closed, you can access the files from the timeline or from the past Appointment record.

What's Next?

• Follow-ups: Schedule the patient's next Appointment.

• Dentogram: Record tooth-level findings for this Appointment.

• Medical History Timeline: See all investigations across Appointments.

Last updated: July 2026 · Cliops v1.0 · MVP