How Do I Upload a File to a Patient Record?

Issue

I need to upload a document to a patient's record.

Environment

Kipu CRM, Roles: Admissions Worker, Combined (Admissions and BD), Combined +, Super User 

Resolution

You can upload a document to a patient's record by using the Manage Files area on their information page.  

1. Using the Global Search bar at the top of the screen enter and select the desired patient's record.
   
2. Once their information page loads on your screen, select Manage Files.
   
3. In the manage files area, drag and drop a file from your computer into the highlighted area or click on it to search for and upload files.
   
4. When you select click here, you will see a window where you can select files from your local hard drive. Choose the file you'd like to upload and click Open.
5. Select Close after the file has been added.