This article outlines the steps to upload one or multiple files to a resident’s chart, such as important documents that are not included in the Upload a Document list or image files for insurance cards.
You can choose to upload one or multiple documents in a single upload.
Step 1:
Begin by navigating to the 'Documents' tab from the resident's chart.
Step 2:
Click 'Upload A Document' from the bottom of the New Document menu.
Step 3:
Select the type of document from the dropdown list. If you are uploading something other than what is in the New Document list, use the 'Other Documents' option at the bottom of the list.
Step 4:
Click 'Upload Document' in the center of the left side of the Upload Document preview window.
Step 5:
You can select a single file, or you can select several documents to upload at the same time.
To upload a single file, select the file so that it appears in the left side of the Upload Document preview window.
To upload multiple files at once, you can choose one of the following two options:
Option 1:
In Microsoft Windows: Hold the "CTRL" key and click to select the documents.
On a Mac: Hold the "CMD" and "Shift" keys at the same time and click to select the documents.
All of the documents you selected will be displayed in the Upload Document preview.
Option 2:
Click to select the first document to add to the Upload Document preview. You will see the file appear in the preview on the left.
Click Add New in the bottom left corner. You will then have the option to select more documents.
Note: When uploading multiple documents in a single upload, all of the selected documents will be combined into a single document in the Documents tab. You may want to group similar documents and provide a Document Title that will help you identify what is in that document.
Step 6:
Enter the Document Title or accept the default of Other Documents.
Step 7:
Click Save.
Note: Acceptable file types are .pdf, .jpg, or .png.