Attach Documents or Files with a Patient's Profile

1. The user can attach documents to a patient profile through the "Patients List Screen’’ accessible via three entry points.
   1. From the EMR Board Tabs, select “Patients.’’
      
   2. From the EMR Panel, click on “Patients” under “EMR Board.’’
      
   3. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients.’’
      
2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
   
3. On the Patient Profile page, users can access a comprehensive summary of patient details. To view documents, hover over the ‘More’ tab and select ‘Documents’ from the dropdown menu.
   
4. To attach a new document to the patient profile, click ‘New Document’ in the top right corner of the screen.
   
5. Enter the Document Name and choose a Document Type from the dropdown menu.
   Note: ‘Document type’ refers to the category or classification assigned to a document based on its purpose or content. A ‘file’ is a digital or physical record containing data, documents, or media related to a specific subject. A ‘questionnaire’ is a structured set of questions designed to gather patient information, typically related to medical history, symptoms, or treatment preferences. ‘Consent’ is a formal document that grants permission for a medical procedure, treatment, or data usage, ensuring the patient understands and agrees to the terms. A ‘membership agreement’ is a contractual document outlining the terms and conditions of a membership program, often detailing benefits, fees, and cancellation policies for medical or wellness services. A ‘procedure’ is a medical or esthetic treatment performed on a patient, following a standardized protocol to ensure safety and effectiveness.
6. Select the appointment from the dropdown menu.
   
7. Pick an Expiration Date from the calendar.
   Note: The ‘expiration date’ on a document signifies the date after which it is considered invalid or outdated. Time-sensitive documents like licenses, certifications, consent forms, prescriptions, and insurance records are needed to ensure compliance and accuracy in patient records.
8. To attach a document or file, click ‘Add Attachment’ and upload the desired file from your computer.
   Note: You can attach multiple files. To delete an attached file, click the ‘Remove’ button.
9. After entering all the required information, click ‘Create Document’ to save it.
   
10. All documents are organized by file type. Click on a specific file type to view the documents in that category.