How to Upload Documents into ChartCapture Charts
Do you have a file you need to get into a patient’s chart?
Did you get a thumb drive full of files that need to go into charts?
Perhaps somebody sent you a box of CDs filled with patient files?
Don’t worry! It’s easy.
You won’t have to print out the files just to rescan them. Hey, we love the environment too!
We don’t need to use any more trees because we’ve got The Gear.
Click The Gear
Login to your ChartCapture website, open up a chart, and look for a little icon shaped like a gear.
See it? That’s where the advanced options hide. Click the gear to see more options.*
* Not seeing The Gear? Only users with higher permissions can manage charts in this way. Need these permissions? Ask your site administrator to change your user type
Upload!
The one you want looks like a piece of paper - the "Add Pages" button. When you click that, you’ll be given the opportunity to choose files to upload.
Find your files, upload them using the "Upload" popup, and that's it– they’ll show up in the chart shortly! It's important to note that the documents will be inserted into whatever tab you're currently viewing. For instance, if you have some documents that need to go into the "Labs" tab, be sure you are viewing the "Labs" tab before you click the "Add Pages" button.
Related Articles
How to Import a Patient List
Log in to your ChartCapture website. Once you’re in, look for the “Administration” tab and click it. Then, as you might expect– Click on “Add/Edit Patients” Meet the Import Wizard That’s right– We think this feature is so cool we refer to it as ...Sending Over Your Patient Data
As soon as you’ve submitted your Setup Form, we’re ready to receive your patient demographic data. We load your patient demographic data into the ChartCapture Cloud to ensure that it’s there when you’re ready to scan. Want to do it yourself? You can ...Sending Over Your Patient Data
As soon as you’ve submitted your Setup Form, we’re ready to receive your patient demographic data. We can load your patient demographic data into ChartCapture to ensure that it’s there when you’re ready to scan. Want to do it yourself? You can upload ...Adding Pages to a Chart
If you have already scanned in an entire patient chart but have more information, it’s easy to add pages. Search the patient’s name in ChartCapture, and if their information has already been uploaded, the Scan Chart button will have been replaced ...Adding and Editing Patients
Generally, when you start with ChartCapture, we get your patient list uploaded so that you don’t have to (more on that here). There are occasions that require manual uploads or edits for patients in the system. Here’s how: First: Then: You’ll see ...