The All Documents feature has scanning and uploading capabilities and enables users to easily manage all documents.
Upload a document from a desktop or laptop
- From an iPad, click "Single File Upload."
- Click “Browse” and choose an existing file on the iPad, or take a photo.
- If the “Take a Photo or Video” option is selected, after taking the photo, the user will cancel out of the iPad camera view. Then click “Browse” a second time and “Choose Existing.”
- Select "Single File Upload" or "Bulk Upload" and then select the document. Bulk uploads are multi-document files that are uploaded as a single PDF, and are split and administered through the "Document Inbox."
Scan a document
- Click Scan a Document.
- For instructions on how to scan documents, refer to Scan Documents.
Search
- From the EHR Dashboard, click "Documents" at the bottom of the screen and then click the "All Documents" tab.
- Click the “Search Documents” icon, input information into the (optional) fields, and click "Search Documents."
- Click the check mark to include patient documents within the search results.
Preview
- Click on a document's name to display a preview.
- If the document does not open, highlight and then download the document. This is necessary if the file if not a type that can be viewed on an iPad, e.g. a word or excel file.
Edit/Delete/Download
- Select the document and click "Edit" to modify the upload options, click "Delete" to delete the document, or click "Download" to download and print.
Create a Practice Image
- Upload an image to the system and save as a “Practice Image” document type to use in the template creation. This image must be a photo file type when uploaded (i.e. jpg, gif).
Using the Practice Image
- Once saved, the image can be used when creating the document template by selecting the "Practice Image" tab. Click and drag the desired image into the template.
