Import a Document to the Electronic Health Record (EHR)

Overview

Before you begin

• The document must have a patient assigned.
• The document must have a document type assigned.
• Some document types may require a document title.
• Some document types may require an EHR assignee.

Steps

1. Click Inbox.
2. Open the document.
3. Click the Document tab.
4. Click Add to EHR.
5. Review the patient, folder, and date details.
6. Enter a value in Document Name if the field is required.
7. Enter a value in Description if needed.
8. Choose an assignee if the document type requires one.
9. Set the review option if it appears.
10. Leave archive on if you want the document removed from pending work after import.
11. Submit the import.

Troubleshooting

• If Add to EHR is disabled, then assign a patient and a document type first.
• If the import cannot continue because the file is too large, then use Compress Document or download the file for manual filing.
• If you see an import in progress warning, then wait for the current import attempt to finish.