Managing Patient Documents

Updated on July 28, 2026 | 10:46 AM – CST

The documents screen is where everything on file for a patient is stored and organized, and it opens from their chart.

This video walks through the document types down the left, so you can filter to just encounters, forms, or lab results, or leave it on all, and what each row tells you about a file.

You'll also learn how to preview a document, import a new one, and use the gear menu to scan, fax, or link a document to a message.