Manage Folders on Upload Site
Index
- Sections
- Set Up
- How to Manage Folders
- Editing a Folder
Users given permission to manage folders will be able to edit, add, or delete folders from the Upload Site. These folders will be able to be used to filter results on the Documents page within ICANotes.
Set Up
1. From the Chart Room, click the on Settings.
2. From the Settings & Directories, page, click the button.
3. Enter your password.
4. In the Security Center, click the button in the row by the user you would like to set up to manage folders.
5. Once on the user's settings, click the "Manage Folders on Uploads Site" field to toggle on.
6. Click the button to save the new setting.
7. In the Security Center, click the button.
8. In Settings & Directories, click the button to return to the Chart Room.
How to Manage Folders
1. Go to the Upload Site.
2. Enter User name and Password.
3. Click the link on the left.
4. This will bring you to the editing folders window.
Editing a Folder
1. In the dropdown menu, select the folder you want to edit.
2. Type in the name that you would like for the folder and click the button.
Related Articles
Upload Site Permissions
Uploads Site Permissions Users with the following disciplines/permission have full access to all patients through the uploads site: Office staff discipline Security Administrator Group Administrator Users who are not set with the "Office" discipline ...How to Use the Upload Site
Index Sections Accessing the Upload Site Upload a Document Download a Document Accessing the Upload Site 1. Open your Internet Browser to the following location: https://upload.icanotes.com 2. Log in with your ICANotes Username and Password. 3. Enter ...Reconcile Messages from Kno2 on Upload Site
On the Upload Site, there is a new tab Reconcile Messages. Reconcile Messages is linked to Kno2. A user with group or security administrative privileges is able to assign a patient in the Upload site after it was not identified as the correct patient ...Multiple Document Upload to Uploads Site
You can send multiple file uploads to Upload Site as long as the documents are: For the same patient Within the supported file types (.jpg, .jpeg, .pdf, .png, .gif, .txt, .xml, hl7, doc, docx, xls and xlsx) Same category Smaller than maximum size of ...How to Upload Portal Forms
ICANotes provides some forms that can be uploaded to the upload site for your patients to fill out. For information about all features including printable PDF instructions for your office and your patients, please see our Premium Patient Portal ...