Import and Attach a Document to a Patient's Chart

After y'all take scanned or printed a file into PCC EHR, yous can use the Import Documents screen to review the document and place it into a patient's chart.

Along the fashion, y'all can title and tag the certificate, create tasks for subsequently, attach the document to a specific visit, and even go far available to the patient families in the patient portal.

Open the Import Documents Tool

From any screen in PCC EHR, click on the Import Documents icon at the lesser of your EHR window.


Or select "Import Documents" from the File card.

Optional: Set Which File Sources Announced For You

PCC EHR sends scanned documents and files to one or more "buckets", or file sources. Yous can use the file source drop-down to ready which buckets will appear for y'all.

For example, if you lot regularly work with Lab results and your role has a Lab scanner, yous should add together the Lab file source to your list.

Select 1 Document or Multiple Documents

Click on a certificate you wish to link to a patient. If there are multiple pages for a single document, hold the Shift key in social club to select all pages.

By default, documents appear in reverse-chronological order, so a document you just scanned volition appear at the top. You tin can as well sort past file name.

Tin can't Find My Document?: If your Import Documents window has been open up for a long time, yous may not see the almost recently scanned files. You lot can refresh the list of scanned documents at whatever time by clicking "Load New Files".


Yous might also need to check other file sources in the File Source carte du jour, as described in the optional pace above.

Review the Certificate in the Central Panel

While sorting through multiple documents, you lot can review a document's content in the Preview console.

Observe a Patient

Use the Notice field to detect a patient. Double click on the patient to select them.


Yous may search by patient name, date of birth, or utilize any of your office's custom search keys as described in the Open a Chart aid article.

Open Recent Patient, One-Click 'Last Patient': Click on the patient detect field'southward drop-downward menu to pick from any of the last ten patients you lot worked with. You can too click "Last Patient", which tin can save fourth dimension when you are importing a series of scanned documents to the aforementioned patient's chart.

Add together a Title, Select a Category, and Attach the Document to an Encounter

Afterwards yous select a patient, enter a title and and then choose a certificate category. To acquaintance a certificate with an encounter (a visit, telephone notation, or portal message) or a intendance plan, select it from the drop-down bill of fare. If you select an come across with orders, y'all can optionally adhere the document to a specific gild within that run into.


Click "File as Unattached Document" to just import the document to the chart. You tin can then optionally enter a date for the document and indicate whether or not the document should appear in the Visit History Index for the patient.

Default: When yous choose to file a document as unattached, PCC EHR assumes that you wish to add the certificate to the patient's Documents section, but not to the Visit History. If y'all wish information technology to appear in the visit history, enter a date.

Categories: If you wish to edit the certificate categories your function uses, read Edit Document Categories.

Optional: Require Clinician Signature, Enter Notes, Share in My Kids Chart

At the bottom of the console, you can indicate whether the document needs to be signed past a clinician and enter notes. Documents that crave a signature will appear on the Signing queue.

Who is the PCP?: When choosing which pediatrician should review the document, you can click the Patient Information button to see the patient'south PCP.

Share in My Kids Nautical chart: To share with My Kid'south Chart users, click the box to make the document bachelor in the patient portal.

Optional: Create a Document Job

For each document you tin add new tasks, select who the task is for, and add together a annotation. You tin can add together more than one task if many different users demand to respond to the content of a certificate.

Click Salve

Click the "Save" push button at the bottom of the screen to finish importing the document.