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How do I upload a document to a client profile and patient record?

  • Updated

Documents and images can be uploaded to a client's profile and patient's medical record. To upload any document you must first save that document to your computer, tablet or internet enabled device. Once the document is saved, you may proceed to the steps below.

Uploading a Document to the Client's Profile

First, you will need to navigate to the client's profile.

  • Expand the Document section and click Add Document.

Add_Document.png

  • You can now give the file specific information and upload the document.

Upload_Documents.png

    • Name: Name of the document.
    • Use file name as document name: You can choose to assign the file a specific name or you may check "Use file name as document name?" and the file will now be named FILENAME.
    • Date: Dat the document was uploaded.
    • Description: You also have the ability to give the file a description,
    • Keywords: Choosing to assign Keywords will allow you to search for documents from the Advanced Search field from the Home screen. (the system may still locate a document WITHOUT assigned keywords when searching in Advanced Search)
    • Is Public: Checking off "Is Public" will allow the client access to the document if you allow clients access to the Client Site. If you have checked "Hide medical record entries" in the Client Site settings, documents uploaded to the Client and Patient profiles will show, but documents uploaded to the medical record will NOT show even if they are marked public. For more information regarding Client Site settings, please view the Configuring the Client Portal article.
    • Drop files here to upload: Once all of the desired information is set, you will click in the white field where you will then be prompted to select the document. You are able to drag and drop documents in or you may double-click on the document.

Upload.png

  • Click Save and your document will now be loaded to the client's profile.

Document.png

Uploading a Document to the Patient's Medical Record

  • First, you will need to navigate to the patient's medical record.
  • Click Upload File from the Medical Record Quick Links.
  • Follow the same instructions above.

Uploading a Document to the Patient's Profile

(DOCUMENT WILL NOT BE INCLUDED IN THE MEDICAL RECORD)

  • First, you will need to navigate to the patient's medical record.
  • You will then select the General Information tab. 
  • You will need to click on the Document section and then click Add Document.
  • Follow the same instructions above.

 

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