Upload Notes, DFR (5021), PR-2, PR-4 or any Work Comp Related Files Into a Patient's Record
1. Go to the 'Search Encounters' Page
Alternately at the top, you can select the My Practice tab and select Search Encounters
2. Search for the Patient
Make sure you search the patient in the correct Client. Expand the patient's options and information by clicking the + button near the patient's name. Click the - button to minimize information and options
3. Click the 'Drop Files Here or Click to Upload' link within the 'Select File' window.
4. Find and Select the desired File
5. Choose the 'Workers Comp File' file category
Select the drop down and the type of file followed by 'Upload'
6. Search for the Patient to Validate that the file was successfully uploaded
Make sure you search the patient in the correct Client. Expand the patient's options and information by clicking the + button near the patient's name. Click the - button to minimize information and options. Click the link of the newly uploaded file to validate.
7. File is Validated once you are able to open it
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