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External Documents

The WebPT EMR features an External Documents tool that can be used to upload clinic files to a specific location. You have the ability to scan or upload files directly into the system. This is a convenient place to store any templates your clinic has created or safely store other clinic documents you may need in case of a disaster such as a fire or weather incident. 

These might include:

  • Patient Intake forms
  • HIPAA Acknowledgement Agreement
  • Medicare ABN
  • No-Show/Cancellation Policy
  • Proof of purchase equipment invoices or photos

Note: The largest file size for one document is 4 MB. Upload larger documents in multiple sections or reduce image quality settings to decrease file size. Acceptable file types include PDF, JPG, TIFF, DOC, and XLS.

  1. In the Tools section on the left-hand side, click External Documents.  
  2. Select Quick Scan to scan a document directly into the chart. Click here for Quick Scan Setup instructions.     
  3. Click Browse to upload a document already saved to the device you are using. 
  4. If you select Browse, locate the file to upload. Click on the file or type in the name. Then click Open
  5. Type in a document Name.
  6. Change the Date of Receipt if necessary.
  7. Click the Signed Note checkbox if the document is signed.
  8. Click Save Document

Document Options

After a document has been added, they will appear in the External Clinic Documents.

For each file, you’ll have the following  Options:

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