Learn how to upload documents to a patient’s Chart without checking them in.
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🗃️ Standalone Patient Documents
You can upload and attach documents to a patient without having to check them in! You can also upload documents for a patient who has never been checked in to Instinct in preparation for future visits.
📓 Please Note: Unlike previous document uploads, these uploads/attachments will be tied to the Patient, not a specific Visit.
New Patients Without Previous Visits
The 3-dot menu next to the patient’s name allows you to Check In, Schedule Appointments, view the Patient’s Chart, access the Patient’s Comm Log, and Upload Attachments as a Standalone Patient Document before appointments/visits even without a previous check-in.
The Chart screen will be visible for patients who have never been checked into Instinct, however all other navigation tabs will be grayed out until the patient’s first check-in. You can upload Attachments as a Standalone Patient Document or edit details in the Patient Info Bar.
Checked Out Patients With Previous Visits
You can Upload Attachments as a Standalone Patient Document before appointments/visits on existing Patients even when they’re checked out.
Checked In Patients
Clicking on Upload Attachment in a checked-in patient’s 3-dot menu allows you to upload an Attachment into that Patient’s Chart as a Standalone Patient Document.
Uploading & Attaching Documents
You can upload documents by dragging/dropping onto the document screen or using the ‘Drag/Click to Upload’ button.
📓 Please Note: Only the listed accepted file types can be uploaded as a Standalone Patient Document.
The Document Label and Type are required, but the Source field is optional.
Clicking the 3-dot menu next to the document and selecting View, opens the document in the right window panel allowing you to edit the document Type or or add the Source within 24 hours of upload.
You can Void documents via the 3-dot menu in the Attachments section.
Selecting Void will prompt a reason for voiding the document.
Any Voided documents will automatically be hidden once voided if the Show Voided Items toggle is set to OFF. You can show voided documents with the Show Voided Items toggled ON.
If a document was voided by mistake you can always undo a void.
Selecting Undo Void will prompt a reason for undoing the void on the document.
Printing or Emailing Standalone Patient Documents
Standalone Patient Documents will be listed at the top of the options to Print Record or to email from the Comm Log. PDFs and common image files are the only file types that will display as options. All other file types are not supported to be emailed or printed.
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