How To: Upload Client Documents
To ensure that all of your records are secure and easy to find, TherapyNotes gives you the ability to upload documents directly to your clients' charts. This allows you to store scanned versions of handwritten notes, assessments, insurance and identification cards, and any other record.
There is no additional charge for document storage and no limit on how many documents you can upload. All files uploaded to TherapyNotes are encrypted to maintain confidentiality. Activity logs are recorded for all file uploads, views, and downloads, as well as any time the file information is updated.
Documents that are uploaded to a client's chart can also be shared with the client on TherapyPortal by any user who is able to open and view the document. For instructions, read How To: Share Documents With Clients on TherapyPortal.
To prepare your documents for upload:
- If you have the physical document, scan the document to create a digital file
- Ensure the file size of the document is below 10 MB
To upload a document to a client's chart:
- Click Patients > Patient Name > Documents tab
- Click the Upload Patient File button
(A) Type: This option determines who has access to the document. Select Administrative to allow all users to view the document. Select Clinical to limit access to only assigned Clinicians and Clinical Administrators.
(B) Document Name: Enter a name for your document, or click the field to select from a list of commonly used documents.
(C) Date: The current date is automatically populated. However, you can enter a different date for the file.
- Click the Add Document button to save the document