How do I upload documents?

Note: Access to the EHR features described in this article may differ for practices who have already purchased a Practice Fusion EHR subscription plan. Please contact Practice Fusion Customer Service for additional information.

To upload a document, you will first need to scan and save the document to your computer. You may then upload your document to your Practice Fusion account and assign it to a patient's chart. Documents can also be uploaded directly to the patient’s chart and attached to a specific encounter. Multiple documents may be uploaded simultaneously in the Documents section of the EHR.

Uploading documents

1. Select Tasks from the left navigation bar and click the Documents tab. Click Upload in the top right-hand corner.

2. Select files to upload from your computer or external drive. To select multiple documents to upload, hold down the Shift key on your keyboard. Once you’ve selected your files, click Open.

3. After documents have been successfully uploaded, document names will display above the Pending documents list. Click “____ more...” to view all uploaded documents.

4. Click the document title to add details to each document. To add the document to a patient’s chart, begin typing patient search criteria in the Patient field.

5. You may then enter the Document Name, select the Document Type from the drop-down menu. Quick tip: Type the first few letters of the document type to quickly search for and select the appropriate type.

For more information on creating custom document types, see How do I create custom document types?

Adjust the date, select a Provider from the drop-down menu and click Save.

Note: You may open multiple documents within the Documents section. Each opened document will be accessible in a new tab

For more information on how to attach and upload documents to a specific encounter, please see: How do I attach documents to an encounter?

Creating message, tasks and adding patients

From the Actions drop-down menu in the Documents section, you may send a new message, create a custom Reminder task and add a new patient.

Printing Documents

After selecting your doctor from the Pending or Signed tab, click Print document to print your document.

Note: If you are printing a document that has been uploaded in PDF formatting, hover your mouse over the document viewer (image) and click the print icon in the top right corner to print the document.

Updox integrated fax solution
Practice Fusion's integrated fax solution with Updox helps you manage practice communications, including inbound and outbound faxes, in a single unified inbox to help the front office save time. With your Updox account, you'll be able to receive electronic faxes and easily organize documents. You'll then be able to send faxes and documents directly into your Practice Fusion account.

For more information about how to get started, see: How can I use Updox inbound faxing in Practice Fusion?

Additional Notes

  • Documents may only be signed by users with an NP/PA or Phys/MD/DO edit level. Once signed, the document cannot be edited.
  • Audio files can be uploaded as a document from your computer. Depending on your browser, the audio file may be able to play in Practice Fusion. If you cannot play the audio file in the EHR, you can download it to your computer.
  • The maximum upload size for each document is 25MB
  • Only the first 10 pages of any document will be viewable directly in Practice Fusion. To view a document that contains more than 10 pages, click the Download link to view the entire file on your computer's native viewing program.
  • Only documents that are uploaded in JPEG or PDF formats will be available to view within Practice Fusion. Documents that are uploaded in formats other than JPEG and PDF will have to be downloaded to your desktop to view.
  • Regarding the quality of documents that are viewed directly in Practice Fusion, if the original file is a high quality image, you may notice a reduction in detail or image quality. The quickest remedy for this is to download the file and view it directly. There aren't minimum pixel requirements which will not affect the viewing of documents. At this time, we don't recommend reducing the quality of the image, or grey-scaling; downloading the file will be the best way to view the image.
  • Please ensure all information is correct, including the assigned patient, before signing a document.
Additional Resources
For additional information, please see:

EHR Features

  1. How do I get started with Practice Fusion?
  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
  23. How do I create a custom Simple note?
  24. What is population health management?
  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
  27. How do I add a new contact to my Directory?
  28. Using Voice Dictation on the iPad
  29. Where is Live Chat help?
  30. Practice Activity in the EHR for security audit
  31. How do I create a Help Ticket for the Customer Service team?
  32. How do I view and print my daily schedule?
  33. I customized all new colors for appointment types and now ALL my appointments are one color.
  34. How do I refer a colleague to Practice Fusion?
  35. How can we organize documents?
  36. Does Practice Fusion have the ability to import or export an HL7 file?
  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
  40. How do I schedule time for non-provider staff?
  41. Why are my appointments missing?
  42. How can I hide inactive users in the Schedule?
  43. Why aren't patients receiving the email appointment reminders?
  44. What emails are sent to patients?
  45. How do you print a signed soap note?
  46. Is Practice Fusion secure?
  47. Can I generate a list of my specific patients?
  48. How do I delete or remove an uploaded document?
  49. What is the Family History section?
  50. How do I upload and reconcile clinical documents?
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  52. How do I create referral templates?
  53. How do I use the Payer Report?
  54. How do I set durations for custom appointment types?
  55. How do I create custom document types?
  56. How do I delete custom document types?
  57. How do I add attachments to referral letters?
  58. What tools are available to track patients with overactive bladder (OAB)?
  59. How do I retrieve a referral if I don't have a Practice Fusion account?
  60. How can I use the Updox inbound fax feature with Practice Fusion?
  61. How can I track copays in the schedule?
  62. Is private training available?
  63. How do I use the help menu drop down?
  64. Can I use Dragon or other dictation software with Practice Fusion?
  65. What are appointment conflict notifications?
  66. How do I update an appointment's confirmation status in the schedule?
  67. What is the Prescription Report?
  68. How do I submit an idea?
  69. How do I use the Appointment report?
  70. How do I use the new Patient List Report?
  71. How do I batch export CCD files for a subset of my patients?
  72. How do I use pinned notes?
  73. How do I connect to NC HealthConnex HIE?
  74. How do I connect to Healthix Health Information Exchange?

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