How to Upload External Documents into the Patient Record

From the Home Tab click in the "Search Patient" field to begin search
Type in the first or last name of the patient > Click Search

3. Click the name of the patient to open their record

Click the name of the patient to open their record

4. Select "Documents" from the left sidebar

Select "Documents" from the left sidebar

5. Click the "Upload" button to the right of the screen

6. Click the document you want to upload > Click Open

You can upload any PDF or Image file (png, gif, jpeg)

7. Once Upload is complete, the document will be listed > Click the Paper icon to view the PDF file

If the file is an image, once clicked to view it will download the file to be viewed. Only PDF files can be opened in an online viewer.

8. Make changes to the document attributes by clicking on the field under each column.

9. Changes to the Document Type and Source are found under Admin > Lists