• Go to the Advanced Progress Note screen. 
  • Click on the Documents button located at the Side Bar section. Or click on theSearch button located at the left side of screen and then select the Documents button.


  • The following screen will be displayed: 
  • Click on the Add button located at the top of screen. 


  • Select the Browse button in the next screen.

        

  • Identify document in your Hard Drive.

       

        

  • Once the document is identified, click on the Open button.

        

  • Click on the Save button. 
  • The following screen will be displayed:

          

  • Select category in provided list. 

  • Select the subcategory in provided list. (These options can be customized in Settings / General, by pressing the File Types button)

  • Write the scanned document title.

  • Write the description. (This is an optional field).

  • Select the check mark if document has an Advanced Directive.

  • Click on the Save button. 

  • Then select the Close button to exit screen. 



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