Import and Attach a Document to a Patient’s Chart

After you have scanned or printed a file into PCC EHR, you can use the Import Documents screen to review the document and place it into a patient’s chart.

Along the way, you can title and tag the document, create tasks for later, attach the document to a specific visit, and even make it 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 bottom of your EHR window.


Optional: Set Which File Sources Appear For You

PCC EHR sends scanned documents and files to one or more “buckets”, or file sources. You can use the file source drop-down to set which buckets will appear for you.

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

Select One Document or Multiple Documents

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

Documents are listed by default in reverse-chronological order, so a document you just scanned will appear at the top.

Can't Find My Document?: If your Import Documents window has been open for a long time, you may not see the most recently scanned files. You can refresh the list of scanned documents at any time by clicking “Load New Files”.

You might also need to check other file sources in the File Source menu, as described in the optional step above.

Review the Document in the Central Panel

While sorting through multiple documents, you can review a document’s content in the Preview panel.

Find a Patient

Use the Find field to find a patient. Double click on the patient to select them.


You may search by patient name, date of birth, or use any of your office’s custom search keys as described in the Open a Chart help article.

Add Title, Category, Attach to a Visit, Other Options

After finding a patient, enter a title and then choose a document category. You can decide whether or not to attach the document to a visit, phone note, order, or care plan intervention.

To associate a document with a visit or other chart event, click “Attach Document” and select from the drop-down menu. If selecting a visit, you can then optionally select an order or orders within that visit.

Or, click “File as Unattached Document” to simply import the document to the chart. You 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 you choose to file a document as unattached, PCC EHR assumes that you wish to add the document to the patient’s Documents section, but not to the Visit History.

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

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

At the bottom of the panel, you can indicate whether the document needs to be signed by a physician and enter notes. Documents that require 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’s PCP.

Share in My Kids Chart: To share with My Kid’s Chart users, click the box to make the document available in the patient portal.

Optional: Create a Document Task

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

Click Save

Click the “Save” button at the bottom of the screen to finish importing the document.

  • Last modified: June 3, 2019