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Rename Documents

Creating the folders

Downloading Documents from Dropbox/Gmail

  • Once files have been downloaded, they must be renamed using the following format:
  • Date of Encounter_Encounter Type_Office Location_Patient Last Name,First Name
  • E.g. 01.21.2014(DL)_PN_LV_TRUE_Banana,Hannah
  • Now you can begin downloading documents and placing them into the appropriate folders.
  • Document downloaded can be found in the downloads folder, to be dragged and dropped to the patients individual folder before renaming.
  • Before you begin downloading, be sure to create the appropriate folders.
  • The first folder to to be called Dropbox-Gmail Downloads and placed on your desktop
  • In this folder, you will place individual patient folders with name format: Patient last name, first name e.g. Banana, Hannah

Add Patient Diagnoses

  • Patient Hub --> Problems List

Office Locations:

Document Types:

  • Oklahoma (OK)
  • S. Jons, Las Vegas (LV)
  • Pecos, Las Vegas (LVP)
  • Initial Evaluation )IE(
  • Progress Note - Pain/Psy (PN)
  • Lab Note (LAB)
  • Letter (LTR)

Uploading Documents to eClinicalWorks

  • Patient Hub --> Patient Docs

Add Patient Allergies

Add Patient Medications

Patient Hub --> Progress Notes

eClinicalWorks Document Upload Procedure

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