Quick Reference — To upload an order-related document to attach to a patient chart

athenaClinicals

1. Display the Add Document page: In the patient chart, click the Menu icon and select Add document.

2. Select Upload files from computer or network.
3. Document class — Select the document class.  
   Note: This field is not available for the following document classes: prescriptions, physician authorizations, orders (including DME), fax cover sheets, or phone messages.
4. Click Select File to search for the file to upload.
   Note: You can upload files with these extensions: .tif, .jpg, .bmp, .gif, .png, or .pdf.
5. Click Add Document to upload the file.
   The document appears in DATAENTRY status on the Process Document page.
6. Document Label — Click Select a document label to open the document label selector.
   Note: Unless you are a provider, you cannot close the document until the labeling is complete. Providers can close an underlabeled document, but athenaOne automatically sets the document to the PENDINGLABEL status and routes it to the provider or department staff row of the Clinical Inbox for labeling.

If an order is available

7. If the document you're adding is the result of an order made by your practice, select the order in the Recent orders section of the document label selector to apply that label to the result document.

If no matching order is available

8. If the document you're adding is not the result of an order made by your practice (for example, a courtesy copy of an imaging result), check the Frequently used document labels section of the document label selector to see whether one of the listed types applies to your document. Select one of the result types, if it applies.
   Note: This list includes the result types selected most frequently over the past 3 months for documents in your department of the same class as the current document.
9. If you do not find an appropriate label in the Frequently used document labels section of the document label selector, search the full list of result types using the search bar at the top of the selector and select a label for the document.
   Note: This search returns results from the list of recent orders, the list of frequently used result types, and the full list of result types.
10. If you cannot find an appropriate label after searching the full list of result types:
1. Click the Document label not listed link at the bottom of the selector.
   Note: To suggest additions to the global document label list, open a support case by selecting Support > Create Case or Call in the Main Menu.
2. Enter a description of the document in the Internal Note field.
11. Enter information in any other relevant fields of the document, such as observation date or performing lab.
12. For a multi-result lab or imaging document, you can click Select a document label to repeat the labeling process for each result.

Complete the data entry

13. Scroll down below the document image.
14. Under the Actions heading, click the Data Entry Completed option.
15. Click Save to set the document to REVIEW status.
    Tip: You can reset the document to DATAENTRY status if you want to modify the labels or other information.