Overview
Patients often bring in previous medical records, reports, or paper copies of informed consent documents that need to be uploaded into their chart. AcuBliss allows you to manage these uploads efficiently from the Notes page, ensuring that all important patient documents are stored correctly and visible to authorized staff.
How to Upload Files:
Navigate to the Notes page and click + Upload files/notes.
Select the file type to upload, such as:
Policies Upload
Notes Upload
The current date is pre-selected but can be changed to match the document creation date, ensuring it appears in the proper timeline.
File Upload Options:
Upload Method: Either drag the file into the upload box or click the box to choose a file.
Visibility: Choose who will have access to view the uploaded document.
Finalization: Decide whether to finalize the upload before saving.
Once Policies are uploaded, AcuBliss will recognize them, and any related alerts, such as needing a new signature for office policies or HIPAA notices, will be cleared from the patient's chart.
