Add Document Pop Up

To add a new document, click on the plus icon in the upper right-hand corner of the documents block on the patient's dashboard. OR, from within an open SOAP note, click on the paperclip icon near the Save buttons, and then on Upload New Document.


You may browse the hard drive of the computer you are using to add an existing file, or click on "Enter Text Instead" in the upper right-hand corner of the Add New box.


To add more than one document at a time, click on "Upload Multiple" in the upper right-hand corner of the Add New box.


Choose a title for the document, which must be unique among the patient's documents in order to avoid confusion. Designate the document type or leave it uncategorized, in which case it will remain on the Unreviewed tab until it is reviewed and categorized by a doctor. Indicate whether the patient has been notified or that patient notification is not necessary and, if desired, add notes.


If the document should be reviewed by a doctor, make sure the box is checked (checked by default) and use the drop down menu to indicate which doctor, or that any doctor may review. 


Check the box (or leave it checked, if it is checked by default) Allow the patient to see this document in their portal account to share the document with the patient under the Labs & Documents tab of the Patient Portal.


Add the document to the patient's past medical history by checking the box. A document that is added to a patient's PMH will appear in the PMH Block on the patient's dashboard, as well as in the documents section.


Other Keywords: upload document, patient document