Manage Documents in EMR #

1. Search a Patient
2. Go to the EMR module
3. Click on the Documents tab
4. Click on the Manage Folder icon

• A popup window will be opened.
• Write a Sub Folder Name to Create a new Sub Folder in the Documents tab.
• Click on the Save button
• Users can delete existing folders by clicking on the Delete Icon

• A New Sub Folder will be Saved in the Documents.
• Click on the Upload button to Upload the Documents in the New Sub Folder.

• A pop-up window to upload files will be opened.
• Select the file.
• Click on the Open button.

• A popup to add details about the document will be opened.
• Write a Title.
• Select a Document Type to default.
• Write a Note.
• Click on the Save button.

• The document will be added to the subfolder.

Manage Documents in Patient #

1. Search a Patient
2. Go to the Patient module
3. Click on the Documents tab
4. Click on the Manage Folder icon

• A popup window will be opened.
• Write a Sub Folder Name to Create a new Sub Folder in the Documents tab.
• Click on the Save button.

• A New Sub Folder will be Saved in the Documents.
• Click on the Upload button to Upload the Documents in the New Sub Folder.

• A pop-up window to upload files will be opened.
• Select the file.
• Click on the Open button.

• A popup to add details about the document will be opened.
• Write a Title.
• Select a Document Type to default.
• Write a Note.
• Click on the Save button.

• The document will be added to the subfolder.