Often you’ve uploaded something to a client’s chart, and you’re just looking for a quick way to find and review the upload.
There’s an area in every patient’s profile called “Files” where you can conveniently review all uploads with a preview of the document. You can also jump to that chart entry or add new uploads to the chart. Let’s take a look at the different ways that the Files area can help!
Your files will default as thumbnails in a grid (as seen in the above screenshot) or you can toggle to a list view.
You can choose to upload files here in the Files area, and you can make several changes to how that file is stored.
One of the best features about the Files Upload area is you can upload multiple files at once by selecting them all from your saved files on your device and dragging and dropping them into the upload area.
Then, either drag and drop them into the upload area, or use the select the “New File/Image” button to use the file finder tool.
Once you’ve uploaded the file, you have a few options for the settings:
- Do you want it included in the patient’s chart? If yes, click the toggle to send it there.
- Do you want your patient to be able to see it in their My Account? If yes, click the bar that says “Not Visible to Patient” to flip it to “Visible to Patient”
- Do you want other staff to be able to see it? Use the drop-down menu to select who is able to view the file.
Here’s how that edit screen looks:
By default, anything uploaded here is NOT INCLUDED IN THE OFFICIAL MEDICAL RECORD and will not be exported if the official chart is exported.
If you want your upload to be included in the medical chart, be sure to toggle on that option. Grey means OFF and blue means ON.
You can learn more about the patient portal here.
To access the edit menu after the initial upload or after uploading multiple files, use the pencil icon that appears when you hover your mouse over the image.
Or from the list view, click on an image to view and choose the pencil icon from there:
Signing a Chart
If you upload the document, and you do want it added as part of the official chart record, Jane will upload the document as a draft entry. It will need to be reviewed and signed either by the appropriate practitioner or by whoever uploaded the document.
Hop over to the chart tab to either review and sign or to assign the chart to the appropriate practitioner.
The guide document above gives you some tips about how to best manage uploads like scans, reports or results that should be reviewed by a practitioner.
There’s some handy icons on each upload that can give you some helpful information about the documents you’re seeing.
There’s an eye icon and a lock icon.
The eye icon denotes one of two states:
Crossed Out: the upload is NOT visible to the client in the patient portal.
Whole: the upload IS available in the patient’s portal to view.
The lock icon denotes three possible states:
Absent: If it is not there at all, then the upload is NOT part of the official chart record. Any uploads in the Files areas without that icon will not be included as part of the chart export. These are admin-only documents.
Unlocked: An unlocked padlock means that the upload is attached to an unlocked chart entry (a draft). It is part of the official medical chart, but is in draft form and needs to be reviewed and signed.
Locked: The locked padlock means the upload is part of a locked chart entry (already signed).
The final piece of info about the files area is around who can see what! Jane’s privacy settings around uploads will behave in the same way as those of other chart entries. All settings will respect the privacy and sharing settings of the person logged in.
Read more about privacy and access levels here.
We don’t currently have the ability to filter documents to those that are administrative only (i.e. ones that are not part of the official chart). The best way to find these entries would be to flip to the list view and scan for ones that have no lock icon. You can use your browser search tool here to search for the File name you’re looking for (Command + F on a Mac, and Control + F on a PC).
Final Pro Tip - for even better document and chart management, review our other guide document on Pinning and Starring Charts