How to manage EMR/Patient Documents with Sub Folders

1 min read

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.

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