To upload a document, you will first need to scan and save the files to your computer. Then drag and drop it in the Documents tab of the Tasks section. See this article for more information on document management.
Uploading documents
Select Tasks rom the left navigation bar and click the Documents tab. Select the files from your computer (up to 20), then drag them from your computer’s file system and drop them on the Documents page (seeGraphic 1).
You can also drop a file directly into the Documents tab on a patient’s chart and attach a document to an encounter. Uploading a file in the Documents tab will automatically assign it to that patient.
Graphic 1: Drag and drop documents
Alternatively, click theUploadbutton in the top right-hand corner (seeGraphic 2).To select multiple documents to upload, hold down the Shift key on your keyboard. Once you’ve selected your files, clickOpen.
Graphic 2: Click upload
Verify that the document was uploaded successfully in the uploadmodal (seeGraphic 3).
Graphic 3: Upload modal
Assigning a document to a patient
1. Click the document title to open theDetailsview (seeGraphic 4).
Graphic 4: Click document title
2.Search in the Patient field and select the patient’s name from the results (seeGraphic 5).
Graphic 5: Select patient name from search results
3.ClickSave.
Editing document details
1.Click the document title to open theDetailsview (seeGraphic 4above).
2.You may then edit the assignedPatient, assignedProvider,Document Name,Document Type,Dateor the documentComment(seeGraphic 6).
You may update the list of available types bycreating custom document types.
Graphic 6: Edit document details
3.Click theSavebutton.
Editing documents in bulk
1.Mark the checkboxes to the right of the documents then click theEditbutton in the top right (seeGraphic 7).
Use the Shift button on your keyboard and the document checkboxes to select a range of documents in the list
Graphic 7: Select documents to edit
2.You may then edit the documents’ assignedPatient,Document Type,Date, assignedProvider,orComments(seeGraphic 8). You cannot edit theDocument Namein bulk and the field is unselectable.
Graphic 8: Edit Details for all selected documents
You may open multiple documents within theDocumentssection. Each opened document will be accessible in a new tab (seeGraphic 9)
Graphic 9: Open multiple documents
Creating message, tasks and adding patients
From the Actions drop-down menu in theDocumentssection, you may send anew message,create a custom Reminder taskand add a new patient (seeGraphic 10).
Graphic 10: DocumentActionsdrop-down
After selecting your doctor from the Pending or Signed tab, click Print document(seeGraphic 11).
Graphic 11: Click Print document
If you are printing a document that has been uploaded in PDF formatting, hover your mouse over the document viewer and click the printer icon in the top right corner to print the document (seeGraphic 12).
Graphic 12: Print PDF
Updox integrated fax solution
Practice Fusion's integrated fax solution with Updox helps you manage practice communications, including inbound and outbound faxes, in a single unified inbox to help the front office save time. With your Updox account, you'll be able to receive electronic faxes and easily organize documents. You'll then be able to send faxes and documents directly into your Practice Fusion account.
For more information about how to get started, see: How can I use Updox inbound faxing in Practice Fusion?
Supported and not supported file types
Additional Notes
Additional Resources
For additional information, please see:
Select Tasks rom the left navigation bar and click the Documents tab. Select the files from your computer (up to 20), then drag them from your computer’s file system and drop them on the Documents page (seeGraphic 1).
You can also drop a file directly into the Documents tab on a patient’s chart and attach a document to an encounter. Uploading a file in the Documents tab will automatically assign it to that patient.
Graphic 1: Drag and drop documents
Alternatively, click theUploadbutton in the top right-hand corner (seeGraphic 2).To select multiple documents to upload, hold down the Shift key on your keyboard. Once you’ve selected your files, clickOpen.
Graphic 2: Click upload
Verify that the document was uploaded successfully in the uploadmodal (seeGraphic 3).
Graphic 3: Upload modal
Integrated scanning
Practice Fusion users can scan patient documents directly by pressing the “Scan” button on the Documents tab of the patient’s chart. Please see How do I use integrated scanning for further details.
Assigning a document to a patient
1. Click the document title to open theDetailsview (seeGraphic 4).
Graphic 4: Click document title
2.Search in the Patient field and select the patient’s name from the results (seeGraphic 5).
Graphic 5: Select patient name from search results
3.ClickSave.
Editing document details
1.Click the document title to open theDetailsview (seeGraphic 4above).
2.You may then edit the assignedPatient, assignedProvider,Document Name,Document Type,Dateor the documentComment(seeGraphic 6).
You may update the list of available types bycreating custom document types.
Graphic 6: Edit document details
3.Click theSavebutton.
Editing documents in bulk
1.Mark the checkboxes to the right of the documents then click theEditbutton in the top right (seeGraphic 7).
Use the Shift button on your keyboard and the document checkboxes to select a range of documents in the list
Graphic 7: Select documents to edit
2.You may then edit the documents’ assignedPatient,Document Type,Date, assignedProvider,orComments(seeGraphic 8). You cannot edit theDocument Namein bulk and the field is unselectable.
Graphic 8: Edit Details for all selected documents
You may open multiple documents within theDocumentssection. Each opened document will be accessible in a new tab (seeGraphic 9)
Graphic 9: Open multiple documents
Creating message, tasks and adding patients
From the Actions drop-down menu in theDocumentssection, you may send anew message,create a custom Reminder taskand add a new patient (seeGraphic 10).
Graphic 10: DocumentActionsdrop-down
After selecting your doctor from the Pending or Signed tab, click Print document(seeGraphic 11).
Graphic 11: Click Print document
If you are printing a document that has been uploaded in PDF formatting, hover your mouse over the document viewer and click the printer icon in the top right corner to print the document (seeGraphic 12).
Graphic 12: Print PDF
Updox integrated fax solution
Practice Fusion's integrated fax solution with Updox helps you manage practice communications, including inbound and outbound faxes, in a single unified inbox to help the front office save time. With your Updox account, you'll be able to receive electronic faxes and easily organize documents. You'll then be able to send faxes and documents directly into your Practice Fusion account.
For more information about how to get started, see: How can I use Updox inbound faxing in Practice Fusion?
Supported and not supported file types
- The maximum upload size for each document is 25MB
- Only documents that are uploaded in JPEG, PNG, TIFF, or PDF formats will be available to view within Practice Fusion. Documents that are uploaded in formats other than these will have to be downloaded to your desktop to view.
- Audio files can be uploaded as a document from your computer. Depending on your browser, the audio file may be able to play in Practice Fusion. If you cannot play the audio file in the EHR, you can download it to your computer.
- Files with the types .bin,.exe,.bat,.com,.sh,.msi or with the mimetype “application/octet-stream” will not be uploaded.
Additional Notes
- Please ensure all information is correct, including the assigned patient, before signing a document.
- Documents may only be signed by users with aProviderorSigning Stafflicense. Once signed, the document cannot be edited.
- Only the first 10 pages of any document will be viewable directly in Practice Fusion. To view a document that contains more than 10 pages, click the Download link to view the entire file on your computer's native viewing program.
- Regarding the quality of documents that are viewed directly in Practice Fusion, if the original file is a high quality image, you may notice a reduction in detail or image quality. The quickest remedy for this is to download the file and view it directly. At this time, we don't recommend reducing the quality of the image, or grey-scaling; downloading the file will be the best way to view the image.
Additional Resources
For additional information, please see:
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