Patient Documents

Overview

Patient specific documents can be uploaded to the patient's chart in DocNow. This article provides an overview of this feature.

• Uploading Patient Document
• Downloading Patient Documents

Feature Details

Uploading Patient Documents

1. Access the patient's chart (detailed instructions found in the Accessing Patient's Chart article)

2. From the patient's chart, navigate to the Patients Document screen.

 Note: Click the Switch Tabs Layout button to change the orientation of the menu options from horizontal to vertical.

3. Select the Upload Document button and select from a list of available document types. Document types are categories not filetypes and can be customized in the Company Settings screen. Read more about Custom Patient Document Types in this article.

4. Locate the file on your computer and select Upload.

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5. The file has now been added to the patient's chart under the specified document type category.

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Downloading Patient Documents

1. Locate the desired document to download and click the Download button.