How to Upload Documents
Overview
When you create and compile notes successfully, a copy is automatically saved in the Documents tab. Additionally, you can upload other documents for clients as needed.
Note: Manually uploaded documents are solely for keeping client records within ICANotes+. These documents will not integrate with rating scales or the client portal.
Upload Documents Manually
To upload additional documentation to a client chart, navigate to the Chart Room, select the client from the list, and then select the Documents tab. Click the Upload Documents button as depicted in the screen below:
The Attach Files screen appears as shown below. Click the Select Files button on this screen. You'll be prompted to select a file from your device.
Notes:
- The following file formats are acceptable: PDF, JPG, PNG, GIF, DOC, DOCX, XLS, XLSX, TXT, and HL7.
- You can upload multiple files, however, an individual file should not exceed 20MB in size.
Once a file is selected, you'll Set Document Details.
In the Attach To dropdown, you can select to attach the document to the chart or a specific episode of care. If you selected the incorrect file, click the blue x icon next to the file name and it will be removed from the Attach files screen.
To upload additional files, click Add More and follow the steps outlined above to select another file from your device.
Once all the files are selected, click Upload. A green checkmark will appear next to files uploaded successfully .
You can continue uploading files by repeating the same steps or click Cancel to return to the chart.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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