Uploading documents

You can upload documents and images from your computer to a patient's record.

To upload documents

  1. How to get there

    1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

    2. On the Patient menu, under General, click (or tap) Document Manager.

      The patient's Document Manager page opens.

    On a patient's Document Manager page, click (or tap) Upload.

    The Upload Files dialog box appears.

  2. Drag a file from another open window to the area indicated in the dialog box, or click (or tap) Browse to locate the correct file.

    The supported file types are as follows: .pdf, .jpg (.jpeg), .png, .gif, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .msg, .eml, and .html. You cannot upload files with names that contain the following characters: /, \, :, *, ?, ", <, >, or |.

    Notes:

    • The maximum file size for any file that you want to upload to the Document Manager is 20MB.

    • Files pass through an anti-virus scanner upon being uploaded.

  3. Repeat step 2 for any other documents that you want to upload. The selected files are listed in the dialog box.

  4. Do any of the following as needed:

    • To change the name of an item, in the Title box, enter the name as you want it to appear in the document manager.

    • To remove an item so it does not get added to the patient's record, click (or tap) the corresponding Delete button , and then click (or tap) Delete on the confirmation message that appears.

    • To add tags to an item to categorize it so you can find it more easily later, click (or tap) in the corresponding Add Tags box, begin typing to search for a tag, continue typing as needed to narrow the results list, and then select the correct tag. Repeat this process as needed to add other tags to the item. An item can have up to five tags.

      Note: If you do not add a tag right now (for example, if you cannot find an applicable tag), you can add tags later.

  5. Click (or tap) Save.