Skilled Nursing Facilities

Upload Document(s) Associated with Orders

If you have the proper security, you can upload and associate multiple documents (files) to Orders. You can view and/or manage uploaded documents associated to orders from the Orders tab as well as the Misc. tab of the resident's chart. Uploading documents is based on security permissions to upload to each specific order type (Pharmacy, Diagnostic, Diet, and so on.)

  1. Click Actions then click Files to the left of the order on the order listing page to open the New Files window. Depending upon your security access, the order type window appears differently.

  2. If you have permission to upload files for the given order type, you see an Add Documents field, and a Documents Uploaded field.

  3. Click Browse and locate the document you want to upload.

  4. Add a File Name and any notes you want to appear with the document. 

  5. Upload to add the file.

  • If you do not have permission to upload documents for the order type, you see a window allowing you to view documents that are uploaded only.

  • Files can also be viewed by clicking the Misc tab of the resident chart. Here, uploaded files appear and are categorized by the order category that they are attached to. Files uploaded from the Misc tab cannot be directly associated with a specific physician's order.

  • Click the link for any document to view that document.

  • The items uploaded using this feature go toward the allotted on-line storage space for the organization.

  • Users with security to upload documents for the specific order type can also remove uploaded files by clicking the red X to the right of the document name.

  • Security for viewing/editing files from the Misc tab remains a separate security function. Users with security to view/edit files from the Misc tab can upload and delete files from this tab. However, if a file uploaded from the orders tab is deleted from the Misc tab (using the del link), and removed from the order.