Importing charts

Overview

If you are transitioning from paper charts or from another software, you can download or scan and upload charts by using the File upload feature.

If you are the clinic manager, you also have the option to bulk upload charts by following the steps in the guide: Data Migration Step 2: Importing charts, consults, and/or patient invoices.

This guide focuses on how to import charts one at a time.

Create a 'File upload' chart item

To do so, create a chart item that contains the file upload options. Go to Charting > Chart settings and click New chart item: 

Importing a chart on Embodia using File Upload feature

 

Give your chart item a name such as 'File upload':

 

Click New item > New question:

 

 

Name the question something like 'File upload' and then select the question type to be File upload:

 

Click Submit. You now have your File upload chart item.

 

Please note: Each file upload can be up to 5MB. A chart entry can have multiple file uploads.

Create a template

Templates are typically made up of multiple chart items. However, when importing past charts, your template only needs one: the File upload item.

To create a template go to Templates and click New 


Give your template a name such as 'File upload':


Click Add a chart item and add your 'File upload' chart item to the template:

 

 

You now have a template ready for importing charts.

Upload Your Charts

To import your files:

  1. Start a new chart entry for the patient
  2. Select your File upload template
  3. Upload the file(s)

Repeat this process for each chart you want to import.

You can find more details about creating chart entries for patients in this guide.

 

Please note: You can use the 'File upload' template for other purposes such as adding an imaging report or other paper work to your patients charting section.