Uploading patient files | CHR Help centre

You can easily upload documents, such as a PDF, a scanned image, or a Microsoft Word document from your computer into to a patient chart and make it part of the patient's records. You can also upload .mp3 and .m4a audio files.

When uploaded, all files are available in the Patient Files section of patient charts. You can view PDF files and image files (PNG, JPG/JPEG, or TIF/TIFF) and listen to audio files directly in the chart. To view all other file types, you must download them to your computer and then view the downloaded copy. For more information, refer to Viewing and modifying patient files.

💡 Tip: Troubleshooting a failed file upload

If your file fails to upload within the allocated upload time and you encounter a timeout error, try reducing the size of your file and uploading it again. Your internet upload speed may be too slow to successfully upload very large files.

Steps

1. Open the patient chart.

2. Select the file to upload using one of the following methods;

From the dashboard Quick Menu or the Start/Open menu, click Patient Files > Add File.
From the patient summary, open the Files section and click Add File.
From the patient dashboard, drag and drop the file to upload from your computer into the File Upload widget.

The Upload File window opens.

3. Click Select a patient file and navigate to and select the file on your computer.

📌 Note: You can upload only one file at a time.

4. Enter the file details, using the following table as reference:

Field	Description
File Name	Change the file name, if required. Click x to remove the default file name. 📌 Notes: Click into the field to search for and select a pre-configured file name. Pre-configured file names may also automatically add tags to the file. When adding multiple file names, they are separated by a space, underscore, or dash. To change the separator, go to Settings > Patient File. To learn more, refer to Configuring patient file names.
Description	Type a description for the document.
Owner	To associate an owner to the file, select a provider from the list. Select Notify New Owner to send the provider an inbox message with the file attached. 📌 Note: You can make this field mandatory (Settings > Patient File > Require file ownership by default).
Tags	Any file tags associated with the file appear as tabs in the Patient Files section of the patient chart. If you selected a default file name and it was pre-configured with tags, the tags are automatically added. For more information, refer to Configuring patient file names. Click + Add a new tag and search for and select a tag from the list to apply to the document for ease of searching and review. For information about customizing the tags, refer to Configuring file tags.
Abnormal Count	If the file is a scanned lab result, enter the number of abnormal results. The number appears as an alert.
Date and Time	Enter the date associated with the document, such as the date of a medical report.
Uploaded Date	Defaults to n/a and cannot be changed. Once you save the file, the date and time you uploaded the file appears.
Last Reviewed At	Defaults to n/a and cannot be changed. Once the file is reviewed, the date and time of the last review appears.
Additional Fields	Click to view more fields. Source Author: The original source of the document. Can be an internal user, or external contact from your address book. Source Facility: The facility that sent the document. Date Received and Time: The date and time your clinic received the document. Report Media: How the document was received, for example, email or download.

5. Click Save.

6. After the file is uploaded successfully, securely delete the file from your computer.

Updated December 16, 2024