How to Upload Documents

How to Upload Documents

Overview

When a note is successfully created and signed, a copy is automatically saved in the Documents tab of the client chart. You can also upload additional documents to maintain client records within ICANotes+.

When downloading multiple documents, ICANotes+ continues downloading available documents even if some selected documents are unavailable. The system identifies any unavailable documents and provides status notifications throughout the download process.
Notes
Documents uploaded manually are stored for record-keeping purposes only. They do not integrate with rating scales or the Client Portal.

Upload Documents

  1. Navigate to the Chart Room.

  2. Select the client from the client list.

  3. Select the Documents tab.

  4. Click Upload Documents.



The Attach Files window opens.

  1. Click Select Files.

  2. Browse to and select one or more files from your device.

File Upload Requirements

  • Supported file types:

    • PDF
    • JPG
    • JPEG
    • PNG
    • GIF
    • WEBP
    • AVIF
    • DOC
    • DOCX
    • XLS
    • XLSX
    • TXT
    • HL7

  • Multiple files can be uploaded at the same time.

  • Individual files cannot exceed 20 MB.


Notes
Supported image formats (.jpeg, .webp, and .avif) can be viewed directly in the Documents tab and the Client Portal. Image previews will display automatically where supported.

Set Document Details

After selecting a file, enter the document details.


  1. In the Attach To drop-down list, select one of the following:

    • Chart to attach the document to the client chart.

    • Episode of Care to attach the document to a specific episode.

  2. In the Category dropdown, select the appropriate document category, such as Assessment Tools, Lab, Intake Forms, or Prescriptions.

  3. In the Received field, the current date is selected by default. Update it, if needed, to reflect the actual date the document was received.

  4. If you selected the wrong file, click the X next to the file name to remove it from the upload list.

Add Additional Files

To upload more files:

  1. Click Add More.

  2. Select additional files from your device.

  3. Repeat the document detail steps as needed.



Complete the Upload

  1. Click Upload.

A green check mark appears next to each file that uploads successfully.


  1. To upload additional files, repeat the steps above.

  2. Click Cancel to return to the client chart.


Download Multiple Documents

When downloading multiple documents, ICANotes+ continues downloading available documents even if some selected documents are unavailable. Instead of stopping the entire download, the system identifies the unavailable documents and provides status updates throughout the download process.

During the download process, you can:

  • Continue downloading available documents even if some selected documents are unavailable.
  • Review the list of unavailable documents and the associated error information.
  • Cancel the download before downloading the available documents.
  • View a confirmation message after the download request is submitted.
  • Receive a notification when the documents are ready to download.






FAQs 

What file types can I upload?
The following file types are supported: PDF, JPG, JPEG, PNG, GIF, WEBP, AVIF, DOC, DOCX, XLS, XLSX, TXT, and HL7.

What is the maximum file size allowed?
Each individual file can be up to 20 MB in size.

Can I attach a document to a specific Episode of Care?
Yes. In the Attach To drop-down list, you can choose to attach the document to either the client chart or a specific Episode of Care.

Are manually uploaded documents integrated with rating scales?
No. Manually uploaded documents are stored for record-keeping purposes only and do not integrate with rating scales.

Can JPEG, WEBP, and AVIF image files be viewed after they are uploaded?

Yes. Supported JPEG, WEBP, and AVIF image files can be viewed from the Documents tab and the Client Portal, and image previews are displayed correctly.


 

Need Help?

For further assistance, contact:
๐Ÿ“ž Phone: 443-203-5857
๐Ÿ“ฑ Text: 866-301-0085
๐Ÿ“ง Email: ticket@icanotes.com
๐Ÿ’ฌ Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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