Introduction
Documents in the Patient Profile help you keep important files attached to patient records. If you have a patient profile open, you can easily see the documents attached by selecting the Documents tab at the top.
Note that all documents will be organized by Document Type. The most recently used document type will show at the top of the page.
To preview a document, hit the eye icon to the right.
To download a document, click the arrow icon to the right.
To edit a document, click the pencil icon to the right.
See the Filter and Search Documents sections to learn how to find specific documents.
Attach Documents to Patient Profiles
To attach existing documents to a patient profile, first open the Document Management queue. To attach one document to a profile, click the three dots to the right of the document. Select Attach from the menu.
If you want to attach multiple documents to a profile, use the checkboxes in the Document Management queue and then click the blue plus sign in the top right.
Select Attach.
A new page will open with a preview of the document on the right. Click Attach patient.
You’ll be prompted to enter the following information:
Select Patient - Start typing a patient name and select the appropriate result to attach the document.
Create New - Click this button to create a new patient to attach the document to the profile. For more information on creating patients see the Create a New Patient article.
Page Selection - Choose to either attach the entire document or a range of pages from the document to the record.
Document Type - Use the dropdown to select the category the document falls into.
Document Notes - Any additional information about the document can be added here.
When you’re done select Save to attach the document to the patient profile.
If you want to attach the same document to multiple patients, simply click Attach patient and you can fill out the information for the next patient profile.