Using eDoc in a Patient's Chart

WebPT's eDoc feature enables you to upload your external docs directly into your patients’ records—creating an online archive of information on each patient that anyone on your team can access—as well as fax and email your patient notes directly from the system. Scan or upload prescriptions, patient insurance cards and driver’s licenses, diagnostic images, patient-signed consent forms, physician referrals, and prescriptions directly into patient charts.

If your document is going to the wrong case when scanning, please reach out to

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. From the patient chart, select eDoc.                                            
  2. Click Quick Scan to scan a document directly into the chart. Click here for instruction on setting up Quick Scan.                                                          
  3. Click Browse to upload a document already saved to a file folder. 
  4. If you click Browse, locate the file to upload. Click on the file or type in the name. Then click Open
  5. Select the Document Type, using Other if needed.            
  6. Type in a Document Name.
  7. Change the Date of Receipt if necessary.
  8. Include an Expiration Date.
  9. Use the Assigned Case dropdown to assign to one case or all case. 
  10. Click the Signed Document checkbox if the document is signed.
  11. Click Save Document.                                                         

eDoc for Multiple Cases

You can assign a single patient document to multiple cases. This can be extremely helpful when uploading documents such as insurance and identification cards so you don't have to upload these documents to each case separately. 

The Assigned Case drop-down menu will include all patient cases. Users can upload a document to a single case by selecting the desired case, or they can upload the document to all  cases by selecting “All Cases.” Please note that for the document types—Driver’s License, Insurance Card, and Past Medical History —“All Cases” is the only option. This is because these documents contain patient-level information that applies to every case. 

After you add documents to an individual case or to all cases, you will see  External Patient Documents listed in two sections, as shown below. If needed, you can assign an eDoc to a different case at any time. The top section displays documents pertaining to the current case, while the bottom section displays documents associated with all cases.