Care Orchestrator
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You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

This help topic describes functionality that may not be part of the feature set in use at your company.

Attach, Edit, Remove, and Upload Documents

Users are able to attach documents and reports for the patient. See Patient Compliance and Compliance Report for more information about Compliance Reports.

Attach Document

To attach a document for a patient:

  1. Open the Patient page for the desired patient. For detailed instructions, see View Patient. 

    Patient information displays. 

  2. Click the Documents tab.

    The Documents list displays.

  3. Click the Attach Document button.

    The Upload Document window displays.

  4. Enter a document Title.

    Note: The title should help users identify the document's content. It can be edited after the document has been uploaded.

  5. Click the Choose button to locate a document to upload.

    The Open window displays.

  6. After locating the desired document, click on it then click the Open button.

    The Upload document window displays with the selected file name listed.

  7. Click the Upload button.

    Document uploads to Care Orchestrator.

    Note: Document must be in PDF format.

Edit Document Title

  1. Click the Edit button at the right of a document's information, update the document's Title, and click the Save button.

    Title is updated.

Remove Document

  1. Click the - button at the right of a document's information.

    Delete Document window displays.

  2. Confirm you want to delete the document.

    Document removed from Care Orchestrator.

Upload to an External System

Note:  In order to utilize this functionality, an external service subscription must be created and assigned to the patient, which can be seen on the Patient Identity tab.

  1. Click Documents.

    This displays a list of available documents, the type of document (i.e., form, diagnostic report, therapy report), the date the document was added, the user name of who added the document, and some action icons.

  2. Click the Upload EMR button.

    This displays the Upload to EMR pop up.

    Note:  The Upload EMR button only appears when EMR integration is enabled in external services.

  3. Click the Upload button.

    A green confirmation banner indicating the document was successfully sent to EMR is displayed across the top portion of the window.

    If the upload is unsuccessful, a yellow error banner indicating failure to send the document to EMR is displayed across the top portion of the window.

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