This article is a step by step instruction on how to upload documents to a patient account.

Anywhere in the system that the user sees Documents on the Ribbon Bar, a note or an attachment can be added to the patient account. The user can highlight the record and click the Note+ icon or the Attach+ icon.

When the user clicks the Note+ Icon the user will be taken to the Add Note Screen. Choose from the following information. 

1. Note Type - this table is customizable.
2. Description - Optional.
3. Enter the Note in the note section.
4. Click Save.
   • The user can change how the note looks by choosing different fonts.

The system will populate the Add Attachment screen where the user should choose the following.

1. Attachment Type- this table is customizable.
2. Description- Optional
3. Click Select- this will take the user to the File Explorer on the User’s computer. The user should choose the desired document.
4. Click Save.

Once the user has added the Notes or Documents they can view what has been added by following these steps.

1. Click the patient Medical record number.
2. When the admission Details tool tip box populates, click Document Mgr to open the Admission Related Document screen.
   
3. Once the user is in the Admission Related Documents screen the user can see the notes and attachments that are on that patients account.

To open a note or attach; the user can click on the actual note or document and it will open.

Attachments can be printed out of the system once opened.