Overview
When you upload files—such as PDFs, Word documents, text files, or images—into the Notes and Context section of an encounter, Wavo automatically extracts the text and uses it as additional context for clinical note generation.
The AI Assistant can also reference uploaded attachments when answering questions during or after the encounter. Once your note is finalized, you can review it and export or copy it into your EMR as usual.
Why Upload Documents to Wavo?
Uploading supporting documents gives the AI scribe more context and reduces manual work:
Better note drafts
When Wavo has access to lab results, imaging reports, or referral letters, it can generate more informed and complete clinical notes.Ask questions about documents
The AI Assistant can reference uploaded files to answer questions like:
“What were the key findings in the lab report?”Reference material at a glance
Preview documents directly within the encounter—no need to switch between systems.
Note: Always review AI-generated notes for accuracy before exporting the final version to your EMR.
Supported File Types and Limits
Images: PNG, JPEG, JPG, GIF, WebP
Documents: PDF, Word (.docx), Plain Text (.txt)
File size limit
Maximum size: 200 MB per file
Note: Legacy .doc files are not supported. Please save them as .docx in Microsoft Word before uploading.
How to Upload Attachments
Step 1: Open or Create an Encounter
Sign in to Wavo Health at
https://secure.wavo.health/en/sign-inOpen an existing encounter from your dashboard, or click New Encounter to start a new session.
Step 2: Open the Notes and Context Section
On the right side of the encounter screen, locate the Notes tab (notepad icon).
Click the tab to expand the Notes and Context panel.
Step 3: Upload Your File
You can upload files in two ways:
Option A – Upload button
Click the upload icon (upward arrow) in the top-right corner of the Notes and Context section.
Select one or more files from your device.
Option B – Drag and drop
Drag a file from your computer and drop it directly into the Notes and Context area.
Step 4: Wait for Processing
After uploading, you’ll see the message:
“File uploaded successfully. Text extraction is in progress…”
Each attachment appears as a tag with a status indicator:
Spinning icon: File is processing
Green checkmark: Text extraction is complete and ready for use
Red “Failed” label: An issue occurred—try re-uploading the file
Step 5: Preview Your Attachment
Click an attachment tag to open a preview drawer on the right:
PDFs: Display in an inline viewer
Images: Display as a full preview
Word and text files: Show extracted text content
Managing Your Attachments
Delete an attachment
Click the X on an attachment tag to remove it from the encounter.Multiple attachments
Upload as many files as needed. All attachments appear in the Notes and Context section.
How Attachments Work with AI-Generated Notes
When you generate a clinical note, Wavo automatically includes extracted text from all uploaded attachments as part of the encounter context. For example:
Lab results may inform the assessment and plan
Imaging reports provide additional clinical background
Referral letters add relevant history to the narrative
Generate a Note Without Recording
You do not need to record or transcribe a session to generate a note.
If you’ve uploaded documents and added typed notes in the Notes and Context section, you can click Generate Note from Context. Wavo will draft a clinical note using the attachments and notes alone.
This is useful for:
Summarizing outside records
Drafting referral letters
Creating notes from pre-written documentation
As always, review the final note for accuracy and completeness before using it in your workflow.
Querying Attachments with the AI Assistant
The AI Assistant can answer questions about uploaded documents.
How to ask questions
Click the AI Assistant tab on the right side of the encounter.
Ask a question related to your attachments, such as:
“What were the key findings in the lab report?”
“Summarize the referral letter from the specialist.”
“What medications are listed in the uploaded records?”
“Are there any abnormal values in the test results?”
The AI Assistant references extracted text from your attachments, along with encounter notes and transcription, to provide an answer.
Always verify AI-generated responses against the original documents.
For more details, see Using the Wavo Health AI Assistant to Gain Insights.
Tips for Best Results
Upload before generating notes
Upload documents before clicking Generate Note so the AI has full context. Recording is optional.Use clear file names
Example:CBC_Results_Jan2026.pdfAdd typed context
Supplement attachments with notes in the Notes tab for even better results.Check extraction status
Wait for the green checkmark before generating notes or querying the AI Assistant.Review AI output
Always review and finalize notes before exporting to your EMR.
Troubleshooting
File not uploading?
Confirm the file type is supported and under 200 MB.
Refresh the page and try again.
Text extraction failed?
Files with complex layouts or low-resolution scans may not extract fully.
Try re-uploading and ensure scanned documents are clear.
You can always preview the original attachment.
Can’t see attachments?
Make sure the Notes tab is open on the right side of the encounter.
Try resizing your browser window.
Upload button disabled?
The upload button is temporarily disabled while recording, uploading another file, or saving a note.
Wait for the current action to finish.
Get Started with Document Attachments
Ready to give Wavo’s AI scribe more context?
Log in at https://secure.wavo.health/en/sign-in, open an encounter, and upload a document in the Notes and Context section.
For a visual walkthrough, watch our demo video:
👉 Watch the Wavo Health Demo
https://youtu.be/_Mirlng0RIA
Need help? Email [email protected] or book a demo for personalized assistance.