Documents
Documents is the chart file library: Uploaded Documents, Consent Forms, Referrals, and Miscellaneous. Use it for files and consent paperwork. Clinical Notes are a separate sidebar section. Lab and imaging results are mainly under Labs and Imaging.
What Documents Is For
Store and manage chart files that are not the encounter note editor. Sub-areas: Uploaded Documents, Consent Forms, Referrals, and Miscellaneous. Each sub-area can have its own permissions.
Where and When to Use It
Open chart → Documents to attach general files, work consents, store referral packets as documents, or file miscellaneous items. Use Faxes when you need the fax-request send workflow. Use Labs/Imaging for result viewers.
Uploaded Documents — How to Use and Change
Upload PDFs or images, view, edit file details, download, delete, or fax when each action is permitted. Use for clinical or administrative files that are not consents, dedicated referral fax packages, or lab/imaging result viewers.
Consent Forms — How to Use and Change
Work Available vs Signed/pending consents. Sign in clinic, Send to Patient by email link, view or print completed forms (print may need Print Consent permission). Consents are configured under Administration → Practice Forms → Consent Forms, including Once vs Every Appointment tags. Pending consents can block Check-In until submitted.
Referrals and Miscellaneous Documents
Documents → Referrals holds referral-related files on the chart (view/send/download/delete per document permissions). For faxing a referral request with cover letter and tracking, also use Faxes → Referrals. Miscellaneous is the catch-all bucket for files that do not fit the other categories.
Common Issues
Cannot upload/delete/fax: missing that Documents permission. Consent missing at check-in: form not tagged for that location/visit type, or still pending. Lab PDF not here: check Labs. Confused with 360 Drive: Drive is the practice library, not the patient chart.