How to Add a Document to a Patient's Chart

Created by Lacey Mielcarek, Modified on Tue, 27 Aug, 2024 at 3:17 PM by Lacey Mielcarek

How to Add a Document to a Patient's Chart


Sometimes a document or previous image may need to be uploaded into the patient's chart for the clinical team to review.   Below are the instructions on attaching a document to a chart.  



Uploading a document into an Encounter


Go to the patient's encounter withing the EMR. 

Click the "Docs" tab on the left side bar


Select the "Choose File" button on the pop up.  A file window will open to select which document you'd like to upload.  

Select the document you want to upload.   Click the blue "Submit" button to add to the EMR.  



 If the file is a pdf you may need to reach out to IT to reformat so the system will accept it.   You only need to do this if it says 'the document field is still required'.






If you have any questions you can email ITSupport@for2020now.com 

Article Updated on 08/27/2024  


This document and any attached materials (or program, etc.) are confidential and proprietary and constitute the sole property of 20/20 Vision Center, LLC. This document and any attached materials ((or program, etc.) are intended solely for the recipient and no portion thereof may be reproduced, forwarded, distributed, or otherwise disclosed in any manner to any third party without the express prior written consent of 20/20 Vision Center, LLC.




 

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