Uploading documents training

2 min

uploading documents go to the side bar on the left side under patient's image/picture click on patient documents click on upload documents make sure the correct clinic is chosen in the first field choose the document type that is being uploaded click browse for the file to be uploaded select file(s) make sure the file to upload has been named correctly you cannot edit this at a later time click upload if filed incorrectly in rapid pm open patient dashboard by choosing correct patient go to the side bar on the left side under patient's image/picutre click on patient documents choose the document that was filed incorrectly click the button to delete file on the top right of the open tab prior upload procedure in smartcloud in smartcloud go to workspace (right side bar) import documents (top bar) select file(s) make sure the file to upload has been named correctly you cannot edit this at a later time check box next to file file document (top bar) look up and select patient file document (lower right corner) prior incorrectly filed documents in smartcloud in smartcloud go to workspace (right side bar) filed documents tab right click file unfile