Upload a Clinical Document

This feature is helpful when you have clinical documentation created outside of the application and want to upload this information into the client's clinical charting records. This is a great way to store all clinical documentation in one place while your electronic forms are being created.

Upload a Clinical Document

1. Go to the Clinical/Charting module.
2. Click Add. A Document selection window will appear.
3. Select Client using the picklist provided.
4. Program: Select a program from the drop-down.

   • NOTE: this may or may not be required based on your database.

5. Find the PRO-1033 Miscellaneous Documents, click the radio button to the left of the name.

   • NOTE: if you do not see the PRO -1033 as a selection, you can contact Support.

6. Click Ok.
7. Add a date.
8. Click Save.
9. Click upload attachment.
10. Click Choose File or Browse. A file window will appear.
11. Select a file from your computer. Click Open.
12. Click Upload. An attachment link will appear under Service Line in the Document selection window.
13. Click Save.