You can upload documents and images from your computer to a patient's record.
To upload documents
How to get there
Use the Patient Search field to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
From the Patient menu, under General, clicktap Document Manager.
The patient's Document Manager page opens.
On a patient's Document Manager page, clicktap Upload.
The Upload Files dialog box appears.
Drag a file from another open window to the area indicated in the dialog box, or clicktap Browse to locate the appropriate file.
The supported file types are as follows: .pdf, .jpg (.jpeg), .png, .gif, .doc, .docx, .ppt, .pptx, .xls, .xlsx, and .msg. Do not use files with names that have special characters, such as #, $, and %.
The maximum file size for files that you want to upload to the Document Manager is 20MB.
The file passes through an anti-virus scanner upon being uploaded.
Repeat step 2 for any other documents that you want to upload. The selected files are listed in the dialog box.
To change the name of the uploaded document or image in the document manager, click the Edit button next to the name, and then enter a new name in the field that appears.
To remove any item so that it does not get added to the patient's record, click that item's Remove button . Then, click Remove on the confirmation message that appears.
You can add tags to any item to categorize or classify the document or image being uploaded. ClickTap an item's + Add Tag link. Begin typing in the search field that appears. Continue typing as needed to narrow the results list. Then, either select the desired tag or the '[text]' (Create) option (where [text] represents the text that you have typed) to add a new tag (which can be used to tag any other patient's uploads, too). Repeat this process as needed to add other tags to the document or image. In the document manager, you can view documents and images by tags, and you can add tags to documents and images as needed.