Skip to main content

How to Upload Documents in Patient Episode of Care (EOC)

Uploading documents to a patient's EOC on RESTORE-Insights is a simple and essential process to keep patient records up to date.

Amanda L. Capone avatar
Written by Amanda L. Capone
Updated over 11 months ago

Keeping patient records up to date is crucial for maintaining the accuracy and efficiency of care delivery. RESTORE-Insights has introduced a valuable update to the document upload workflow, making it easier for providers to attach necessary clinical documentation. This update is particularly beneficial as it enables users to clear their outstanding Physician Signature alerts, ensuring a more streamlined process for managing patient records.

Step 1: Access the Episode of Care

Method 1: From the Patient List

  • Navigate to the Patient List

  • Use the search bar to find the patient by name, medical record number, social security number, or other identifiers.

  • Click on the patient's profile to open it.

  • In the patient profile, find the appropriate Episode of Care (EOC) and click to open it.

Method 2: From the Monthly Close-Out Page

  • Navigate to the Monthly Close Out page.

  • Locate the relevant alert related to the Physician Signature or other document that requires attention.

  • Click the link icon next to the alert to "Go to Episode of Care."

Step 2: Attach New Documents

  • Scroll to the end of the EOC until you reach the Attachments section.

  • Click the Attach New Document button.

Step 3: Select Document Type

  • Choose the type of document you wish to attach from the available options.

  • After selecting the attachment type, click Continue.

Step 4: Pair with Clinical Document

  • Select the appropriate clinical document to pair with the attachment, then click Continue.

Step 5: Upload the File

  • Drag and drop your document file into the designated upload area, or click to browse your files.

  • Review the document to ensure it is correct.

Step 6: Finalize the Upload

  • Once everything is verified, click Upload File to complete the process.

By following these steps, you will be able to efficiently upload documents to the Patient Episode of Care, ensuring all necessary clinical information is up-to-date.

Note: This update is live as of September 3, 2024.

Did this answer your question?