Patient Documents: Uploading and Managing Files
This article explains how to upload, manage, and share documents within the Patient Documents section.
Uploading a Document
To upload a document:
- Navigate to the Documents section.
- Select the Date of Record for the document.
- Choose a Document Type from the dropdown menu.
- Select the file(s) you want to upload.
Note:
The system does not currently support uploading MP4, MP3, or other video/audio file formats.
*OptiMantra file uploads are limited to 26mbs. Large documents would need to be split.
Adding a Custom Document Type
If the document type you need is not listed:
- Click Manage Document Type.
- Enter a custom name for the document type.
- Save your changes.
The new document type will appear at the bottom of the Document Type dropdown under Custom Items.
Managing Uploaded Documents
After uploading, documents will appear in a list view. From here, you can:
- Email the document to a patient
- Fax the document to a contact
- Annotate the file
- Duplicate the document
- Delete the document
- Create a task for a practitioner or user to review
- Share the document to the patient portal
- Share and Notify (shares the document and sends an email notification)
Tip:
When sharing multiple documents, use Share for all files, and then use Share and Notify only on the final document to send a single notification.
*Note that all uploaded documents are not shared by default. If you wish to share with the patient you must manually share them.
Additional Options
In the top-right corner of the Documents section, you can also:
- Add a Letter (Use letter templates for referrals, excuse letters and more)
- Upload Annotatable Images (Set up and use annotatable images)
- Upload and compare Before and After Photos (Leverage before and after pictures)
Refer to related articles for detailed instructions on these features.