Overview
This feature is helpful when you have clinical documentation that was created outside of Procentive and you want to upload this information into the client's clinical charting records. This is a great way to store all clinical documentation in one place while your electronic forms are being created by Procentive.
Upload a Clinical Document
- Go to the Clinical/Charting module.
- Click Add. A Document selection window will appear.
- Select Client using the picklist provided.
- Program: Select a program from the drop-down.
- Note: this may or may not be required based on your database.
- Find the PRO-1033 Miscellaneous Documents, click the radio button to the left of the name.
- Note: if you do not see the PRO-1033 as a selection, you can request via a support ticket.
- Click Ok.
- Add a date.
- Click Save.
- Click upload attachment.
- Click Choose File or Browse. A file window will appear.
- Select a file from your computer. Click Open.
- Click Upload. An attachment link will appear under Service Line in the Document selection window.
- Click Save.
IMPORTANT: The size limit for uploaded/scanned documents is 4G. The file names of uploaded/scanned documents can not be more than 100 characters, including the file extension, such as .pdf.