Patient Documents

Upload and scan documents into a patient’s chart from the Patient Documents page.

 

• Navigate to a patient’s chart (e.g., Patient Roster, Recent Patients).
• Click Documents. You are navigated to the Patient Documents page.

 

• Uploaded documents display.
• Under the Options column, options are available to edit document properties and download, preview, or delete the document.

 

• Documents are also accessible from the Patient Chart: Administrative tab of the patient’s chart on the EHR.

Upload Documents

 

• Click Upload Document.

 

• Document Title: Enter the document title (required).
• File: Click Choose File to browse for the file (required).
• Document Type: Select the document type (required).
• Provider: Select the rendering provider.
• Document Date: Defaults to the current day. To change the date, click the date to open the date picker tool.
• Notes: Enter notes.
• Click Upload.

Scan Documents

Requirements

• Scanner with driver installed
• Dynamsoft Dynamic Web TWAIN software installed

The first time you attempt to scan, you are prompted for a one-time installation of the Dynamsoft Dynamic Web TWAIN software. You must install this software to use the scanning feature.

 

• Click Scan Document. The Scan a Document window opens.

 

• Click Scan.

 

• The ScanGear tool launches. Note: Your scanner may launch a different tool or behave differently. If you are using a Mac, ScanGear will not launch.
• If you want to preview the document, click Preview.
• Click Scan.

 

• A successfully scanned page.
• Continue to scan each page of the document you wish to upload.
• Click Upload to upload the scanned document.

 

• Document Title is autogenerated and Document Type defaults to Other.
• Edit the document properties as necessary.
• Click Save.

Search Documents

 

• To find an uploaded document, click .
• Document Type: Default is All or select the document type.
• Provider: Default is Any or select the rendering provider.
• Uploader: Default is Any or select the user who uploaded the document.
• Document Date: Default is empty or select a date range. Date range is limited to 365 days.

• Upload Date: Default date range is 30 days from current date or select a date range. Date range is limited to 365 days.
• Name Contains: Enter words that are in document title.
• Upload Date/Document Date: By which date you want the search results ordered. Default is Upload Date.
• After you enter your search criteria, click Search.

 

• Search results display.
• Click  to return to the complete document list.

Other help pages you may be interested in:

• Patient Chart: Administrative
• Scan Documents