To upload a new document, file, or image from your computer to a patient's chart, click on the + at the upper right corner of the Documents block at the bottom of the patient's chart:



Or, from within an open SOAP note, click on the paperclip icon near the Save buttons, and then on Upload New Document.


This opens the Add New Document window:



You may browse the hard drive of the computer you are using to add an existing file by clicking on the Choose File button. Additional options:

  • Click on Upload Multiple to open the multi-document uploader.
  • Click on Enter Text Instead to open a textarea that you can type or copy/ paste text into to create a new document with that text in the body.


Once you have selected the document, enter the document name you want to appear in the EHR in the Reference Name (Title) field. The document name must be unique among the patient's documents. For historical documents, you may want to append the date of the document in yyyy-mm-dd format at the beginning of the document name to ease in sorting/ browsing among a patient's current and historical documents.


Designate the Type of Document (document category) 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 internal notes in the Notes/ Key Results field.


If the document should be reviewed by another user in the practice, make sure the box is checked (checked by default) and use the drop down menu to indicate which user, or that any user may review. This puts the document on For Review task list for the specific user, or for all users if [ANY USER] was select to 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 their Patient Portal. For documents that are shared with them, the patient will be able to see the document itself, the document name, and the document type. The Notes/ Key Results are not shared.


Optional/ uncommon: 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