Tasking: Add Attachment and Upload to eDocs

*This feature is currently in Limited Release to a select group of Members and will be gradually rolled out in the future.*

Add attachments to tasks to keep any documents you may need to reference while completing the task handy. After an attachment is added to a task, you can upload it to the eDocs section of the patient’s chart in the WebPT EMR.

Note:

Documents up to 4MB in size can be attached to a document and subsequently uploaded to eDocs. Acceptable file types include: PDF, JPG, TIFF, DOC, and XLS.
Documents up to 20MB in size can be attached to a task in Tasking, however, documents above 4MB in size cannot be added to eDocs. To decrease file size, upload large documents in multiple sections or reduce image quality settings.
Only one document at a time can be added to a Task.

Add an Attachment to a Task

Create a new Task, or open a previously created task.
Click Attachments.
Click Add Attachment.
Click Browse to upload a document from your computer, or Add Link to link to any external sources of documents, such as Google Drive or Dropbox.
After the document has been successfully attached, the Name and Description fields can be updated.
Use the ellipses (...) menu to Delete the document from the Task, or to download the attachment to your computer.

Upload Attachment to eDocs

After attaching documents to a task, you can then add them directly to the eDocs section of the patient’s WebPT EMR chart.

Click Add to eDocs.
Complete the required fields.
1. Use the Attachment dropdown to select the attachment you’d like to add to eDocs.
2. Select the Case that this document is related to. Select Patient (All Cases) for documents that are not related to a specific case.
3. Select the Document Type. Some document types will open additional fields where information can be recorded.
  1. When Plan of Care, Driver’s License, or Insurance Card are selected, you’ll be able to document the Expiration Date.
  2. When Plan of Care is selected and Signed Document is checked, you’ll need to record the Physician, the Date Signed, and the Assigned Note. To learn more about the Plan of Care Process in the WebPT EMR, please visit this article.
  3. When Script is selected, you’ll also be able to document the number of visits, start and end dates, as well as the frequency and duration.
Click Save to send the attachment to eDocs and return to the Task. Click Save and Next to include another attachment to be sent to eDocs.
After a Task has been sent to eDocs, there are a variety of symbols to represent the status of the request. These symbols will appear in the Attachment dropdown when selecting tasks to add to eDocs, as well as in the Attachment drawer of the Task.
1. A checkmark indicates the attachment has been successfully added to eDocs.
2. Circular arrows indicate the attachment is processing.
3. Circular arrows with an exclamation mark indicate the attachment was not successfully sent to eDocs.