Navigate Documents

The Documents page allow users to perform advanced search, expanded document options, bulk document actions, upload documents, import Summary of Care, and manage document labels.

If you are integrated with Billing, documents you upload through Clinical, Billing, or the Mobile App are viewable in both systems. Uploaded documents are stored on the patient's Documents in Clinical and under Documents in Billing.

Once a document is assigned to a patient, it cannot be changed to a different patient. If a document is assigned to a patient in error, delete the document and start again.

Up to 20 documents can be uploaded at one time.

The size of a file cannot exceed 10MB.

Access Documents

Hover over the Platform icon and click on Documents. The Documents page opens.

Navigate Documents

Status: Click and select an option from the drop-down list to filter documents by status. Available options: Unknown, New, Processed, Error In-Process, or New-Billing.
Advanced Search: Filter documents based on multiple dimensions such as patient name, document type, and date range. Advanced search makes it easier for users to find specific documents, such as those related to a patient within a particular time frame. For example, searching for "legal 2021 grace chen" will display legal documents from 2021 for patient Grace Chen.
Document Actions: Select multiple documents. Then, click the Document Actions drop-down and select Download, Share To Patient, or Delete the documents.
- Shared files are only sent to the Patient Portal when the document is associated to a patient and has not been previously shared.
Upload File: Click to upload a new document.
Note: Document labels can be managed from the upload documents workflow.

Columns: Customize to only display specific columns and in the preferred order.
- To reorder the columns, click the column header then drag and drop in the preferred order.
- To sort by ascending or descending, hover over the column header and click the arrow.
- To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s).
- To sort, unsort, hide or manage columns, hover over the column header and click the more options icon.
Documents: Displays the document Name, Date, File Type, File Size, Label, Status, Patient (if applicable), Notes, Sent To Patient, and more options.
- More Options: Click the more options icon to select View, Download, Merge to Chart, Share to Patient, Edit, or Delete the document.
  Note: Document labels can be managed from the edit document workflow.

Access Documents Hover over the Platform icon and click on Documents. The Documents page opens.
Navigate Documents Status: Click and select an option from the drop-down list to filter documents by status. Available options: Unknown, New, Processed, Error In-Process, or New-Billing. Advanced Search: Filter documents based on multiple dimensions such as patient name, document type, and date range. Advanced search makes it easier for users to find specific documents, such as those related to a patient within a particular time frame. For example, searching for "legal 2021 grace chen" will display legal documents from 2021 for patient Grace Chen. Document Actions: Select multiple documents. Then, click the Document Actions drop-down and select Download, Share To Patient, or Delete the documents. Shared files are only sent to the Patient Portal when the document is associated to a patient and has not been previously shared. Upload File: Click to upload a new document. Note: Document labels can be managed from the upload documents workflow.
Columns: Customize to only display specific columns and in the preferred order. To reorder the columns, click the column header then drag and drop in the preferred order. To sort by ascending or descending, hover over the column header and click the arrow. To sort more than one column, hold down the Shift key on the keyboard and click to select the column(s). To sort, unsort, hide or manage columns, hover over the column header and click the more options icon. Documents: Displays the document Name, Date, File Type, File Size, Label, Status, Patient (if applicable), Notes, Sent To Patient, and more options. More Options: Click the more options icon to select View, Download, Merge to Chart, Share to Patient, Edit, or Delete the document. Note: Document labels can be managed from the edit document workflow.