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.

Encrypted and password-protected documents are not supported. While these files may appear to upload successfully, they cannot be opened or accessed in Procentive and will generate errors for users attempting to view them.

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.