UPLOAD - External Documents

Notes:

• Save the document to your computer before uploading for best results.
• Uploads are limited to PDF, JPG, JPEG, and PNG files.
• Maximum upload size is 20 MB.

Steps to Upload a Patient Document:

1. Select “Patients” in the green, left-hand side menu.
2. This opens the “Patients” page.
3. Locate the Patient via search or manual scrolling.
4. Select the desired Patient from the "Patient List."
5. This opens the Patient’s Patient Dashboard page.
6. Select the gray “Files & Forms” button at the top of the page.
7. This opens the “Files & Forms” page.
8. Select the blue “Upload File” button.
9. This opens the “Upload Document” modal.

Upload Options in the Modal:

• OPTION #1 (Using File Browser):

  10. Select the "Select File Type" dropdown and choose the file type.

  11. Click the "Search or Drag & Drop" box.

  12. Your computer’s file browser opens.

  13. Locate and click the desired Patient file.

  14. The file uploads automatically.

• OPTION #2 (Drag & Drop):

  10. Select the "Select File Type" dropdown and choose the file type.

  11. Locate the file on your computer.

  12. Drag and hold the file over the "Search or Drag & Drop" box.

  13. Drop the file by releasing the mouse button.

  14. The file uploads automatically.

15. When the checkmark flashes on the file, select the green “Continue” button.
16. You return to the “Files & Forms” page where the file is saved.