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Uploading Documents

You can upload documents on the Document Manager screen or on the Patient Summary → Documents tab. When uploading from Patient Summary → Documents, you are limited to uploading documents for that patient.

 

Tip

Documents can be scanned from Patient Summary → Documents.

  1. Navigate to Document Manager.

  2. Click Create to open the Upload sidebar.

    doc_manager-upload.png

    Notice

    When Document Manager is accessed from Patient Summary → Documents, select Create → Upload.

    create-upload.png

  3. In the Patient field, search for and select a patient.

    Note

    When accessing Document Manager from the Patient Summary → Documents tab, the Patient field is automatically populated with the current patient and can not be changed.

    doc_manager-upload_screen-patient_empty.png
    doc_manager-upload_screen-patient_prepopulated.png

  4. Upload the document by doing one of the following:

    • Navigate to your file in Windows Explorer. Drag a document from the Windows Explorer window to the Document frame in the Upload sidebar.

      drag_and_drop.png

    • Click select a file from your computer. In the File Upload window, navigate to and select your document, then click Open.

      upload_from_window.png

    Important

    Documents must adhere to the following:

    • Files must be in a supported format (.pdf, .txt, .jpg, .jpeg, or .png).

    • Files are restricted to ≤25MB in size.

    • File names are limited to 200 characters in length.

    • File names must not include characters other than alphanumeric characters (a-z, A-Z, 0-9), spaces, periods (.), hyphens (-), and underscores (_).

    • File names must not end in a period. This restriction is specific to the base filename and not the period used in file extensions (e.g .pdf, .png).

    Tip

    If file name extensions and/or file sizes are not visible on your computer, you can right-click on the file, select Properties, and review the General → Type of file field to check a file's type and the General → Size field to check the file's size.

    Tip

    Only PDF files allow you to create signature fields. If you intend to collect digital signatures on the document, ensure you upload a PDF.

  5. To change the name of the uploaded document, click the Edit (edit_icon) icon.

    rename_doc.png

  6. In the Tag field, select one or more tags to add to the document.

    doc_management-tag.png

    Tip

    Tags help identify a document's purpose and can be used in filters.

  7. Click Upload to finish uploading the document.

    doc_management-upload_tagged_doc.png

If you need to make changes to the uploaded document, refer to Editing Documents.

See also:

To view a single patient's documents, navigate to Patient Summary → Documents.

To view all documents, select Document Manager from the dropdown menu on top-left of the screen.

open_doc-manager_dropdown.png

A file format that preserves document formatting for viewing and printing across platforms, independent of software, hardware, or operating system.