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How to Upload a Document

Learn how to upload documents into a resident's record. Keep in mind that the process to upload a document is the same throughout the system. The example given below is just one of many locations where documents can be uploaded.

Upload a Document

  1. Click on "Select Resident" under the "Resident" tab.
  2. Select a resident.
  3. Click "Individual Worksheet" under the "Resident Information" dropdown.
  4. Click on the "Medical Documentation" header to expand the section.
  5. Enter the information for the document. In this case enter a document type and select the date.
  6. Click the "Add/Edit" button to add the document.
    • If a scanner is linked to the computer, the document can be scanned directly into the system by clicking on the "Scan" button.
    • Click the "Choose File" button to select the document from the computer's files.
    • Click the "Save" button to upload the document.
    • When uploaded successfully, the document name will appear.
  7. Click the "Save" button to finish.

Access an Uploaded Document

  • Whenever a document link is displayed, click on the link to download the document.
  • Another way to see all the files for a resident is to click on the "Library" button in the document upload navigation.
    • Documents can be viewed, uploaded, and organized in this window.
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