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How to upload a chart document

Add a file to an accessible patient chart's Documents tab.

  1. Open the chart

    Go to Patients → the patient → Documents. Document storage must be enabled for this feature to appear.

  2. Choose the file

    Use the upload control and select the file. Review the filename and any type or size requirements shown.

  3. Verify the upload

    Wait for completion, then check that the file appears on the correct patient's chart. Uploading a file and sharing it with the patient are separate choices.