Uploading Documentation: Administrative/Medical

AgileEMR: Uploading Administrative/Medical Documentation

FEATURE PURPOSE: How to upload Administrative and Medical documents into a patient's case files.

I. Uploading Document:

• In the Case Files tab, click on the “Upload Administrative Documentation" or "Upload Medical Documentation” button

• This will open the “Upload a Document” window, where you can select Category, Document Type, and then choose the file you would like to upload.
  • NOTE: If you click on Medical Documentation by mistake, but you are uploading an Administrative Document, you can simply change the category type

• Depending on which Category Type you choose the system will give you different Document Type Selections
  • For Administrative Documents: This includes registration forms and billing documents
  • For Medical Documentation, it will give you a list of the different documentation types from the documentation tab, etc.
  • If you cannot find the Document Type in the list, there is an option for “Miscellaneous”
    • This will allow you to add your own Description as the Document name
    • This is the same for Administration and Medical Documentation - the Miscellaneous option can be used if the correct documentation type cannot be found.

II. Medical Documentation:

• For any documentation that is being uploaded after being signed by the referring doctor, the system should prompt you to select a specific document with a specific date signed (i.e. Updated POC – Signed by Referrer, Progress Note – Signed by Referrer, Plan of Care – Signed by Referrer)

• If you do not see any specific options to choose from, then there is a possibility that there is no document needed for uploading, or the document may have already been uploaded for that specific date
  • If you notice that this document has not been uploaded and it still does not give you an option to select the date you want, then please send in a support ticket
  • If it is super urgent, and you just need to get the document uploaded ASAP, simply use the Miscellaneous option and make sure to use the correct document type in the description.

III. Case Files Options:

• Similar to the Documentation Tab, there is a column with an option to select “PDF”
• This will allow you to download, view, or print this document as a PDF.

• The icon with the pencil and paper is the Edit Icon
• Trash Can icon: allows you to completely remove a document from this tab
  • This does not permanently delete the document. It will add the document to the Recycle Bin, which can be viewed at any time (located next to the “View Fax History” option)
  • From within the Recycle Bin, you can restore any documents that have been deleted

• Fax Icon:  Allows you to fax a specific document
  • Simply click on the fax icon next to whatever documents you would like to fax, and fill in the information - once complete, hit “Send Fax” and that document will be faxed.

IV. Notes:

• At the very bottom of the Case Files tab there is a Notes section, where you can type any Notes associated with any of the documentation that has been uploaded

NOTE: If any notes are added to this section, they will ONLY be available to view within the Case Files Tab.