Documents are listed on the patient's eChart with the date they were uploaded and can be viewed under the "Documents" section on the left panel of the patient's eChart.
Documents can be added to patient's eCharts through the following ways:
1. Upload Directly to a Patient Master Record or eChart
On a patient's eChart, click the "+" icon on the Documents section as shown below:
Both options will open the same "Add Document" page.
Here, you can click "Choose File" to choose files stored on a local drive (e.g. Your "Downloads" or "Desktop" folder, etc.) Please note that files can only be uploaded if they are saved in a PDF format.
Enter the document details and click "Add" to finish adding the document to the patient's records.
2. Link a Received Fax to a Patient's Demographic File
Once you have entered the patient's information and their provider, click "Forward to EMR" to finalize the attachment to the patient's document list.
3. Manually Add Documents to Inbox and Attach to a Patient's Demographic File
3a) Navigate to "Inbox" from the schedule page.
3b) Select "Doc Upload" at the top-right corner of the Inbox page:
3c) Select "Add Files" to choose files stored on a local drive (e.g. Your "Downloads" or "Desktop" folder, etc.) Please note that files can only be uploaded if they are saved in a PDF format.
3d) Once the files are chosen, you'll see the list of selected files appear:
3e) Click "Start Upload" to begin uploading your documents. You'll receive a message confirming a successful upload once finished.
3f) On the "Inbox" page, click the section that you've chosen to upload your documents to (e.g. "Incoming Docs", "Pending Docs"):
3g) Choose the folder you selected during the upload process (e.g. "Fax", "Mail")
3h) You can now enter patient demographics, provider information, and review the document you're currently editing.
3i) Once all information has been entered, click "Save & Next" to add this document to Avaros and move to the next uploaded document.