Import Documents to a Chart
How do you import a lab result, attachment, or other document into a patient's chart? First, you can scan, fax, or print the file into PCC EHR, and then you import the document to a patient's chart. Along the way you can link the document to a particular visit or order, and you can specify whether or not the family can see the document in the patient portal. Read the articles below to learn more.
Training Videos
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Import and Work With Documents
Learn how to attach a document to a patient or account, then access and work with a variety of documents within a patient's chart. Discover different kinds of portal documents, including patient education handouts, and more.
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Attach a Document to a Patient’s Chart
Use the Import Documents screen to find your scanned (or imported) files, review them, and place them into a patient's electronic chart. -
Scan, Fax, or Print a Document into PCC EHR
Before you can attach a document to patient's chart, you need to load it into PCC EHR. You can use a scanner, a fax machine, or a "print to EHR" tool. Read below to learn how to import a document into PCC EHR. -
Review Documents for a Patient
You can review patient documents in several different ways.
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You may scan a document by mistake, or scan it twice. You might also add a document to a chart by mistake. Sometimes, you may need to rescan a document or throw away a document that was scanned in error.