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Tip
titleVideo Tutorial

To see a very short video tutorial on this follow this link.


Panel
titleDocument Upload Process

Table of Contents
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1. Select Name or Case ID

Click the name or the case ID number go into the case.



2.

Upload the File

Once you are in the case, select the little paper clip. Then locate the file you wish to upload. Then hit upload.

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You Are Done

You will know it worked if you see the file you uploaded in blue text. You can click on this blue text to see what you uploaded.

  • Select "Notes Uploaded" send the case for review. 

Go To Your EMR

Go to the document or visit you want to copy then:

  • Use CTR+A to select all
  • Use CTR+C to copy (or right click and select copy)

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3. Paste And Submit

Go to the portal and paste the information:

  • Use CTR+V to paste (or right click and select paste)
  • Hit Save and Submit

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