Documents in the EHR
Target release date for this feature - 11/08/2021
Users can scan or upload documents into the EHR in the Documents Tab, as well as in the Exam in the Screening procedures, Other Tests and Procedures/Special Tests sections.
This article will focus on managing documents in the Documents Tab.
EHR > Select Patient > Documents Tab
Default folders are listed in alphabetical order. To create or delete a folder select the ellipses
You can see how many documents are in each folder under the Contains column
Double click on the folder name to view all documents in the folder
Select the box next to the document to delete, download or print
To add a document select Upload or Scan
For more information on scanning functionality please refer to How to Scan Documents into the EHR.
If Upload is selected enter the document name, use the drop down to select the folder and upload the file > Done
You can search for any document in the search bar on the top right hand side
As you start typing, Uprise will pull up any matches
