Upload Documents

From the Uploads screen, you can upload a document to Bp Omni and send the document to either the provider's Inbox or to the patient or client's clinical record.

1. From the menu bar, select Admin > Upload patient files or Upload client files. The Uploads screen will appear.
2. Click Upload.
3. Navigate to the document you wish to upload to Bp Omni on your computer an click Open.The document will be listed in the left column of the screen under This upload.
4. Click the uploaded document to process it via the Details panel.



NOTE If you navigate away from the Upload screen before processing the document, when you return the document will appear under Others rather than This upload.

5. Fill in the following details in the Details panel:
   • Subject: The subject of the document. This will default to the file name, but can be edited.
   • Patient: The patient that the document is regarding.
   • Document type: Select the document type from the list of options, for example, letter, clinical photograph, patient consent.
   • Document date: The date that the document was authored.
   • Destination: Either the provider's Inbox or the patient or client's Clinical record. If you select Clinical record, select whether the document should be saved to Correspondence or Investigations.

   If the document's destination is the Inbox:

   • Addressed to: The provider that the document is addressed to.

   If the document's destination is the Clinical Record and Checked by another/unchecked is toggled off:

   • Addressed to & checked by The provider that the document is addressed to. Checked by indicates that the document can bypass the Inbox, as the provider has already checked the document.

   If the document's destination is the Clinical Record and Checked by another/unchecked is toggled on:

   • Addressed to: The provider that the document is addressed to.
   • Checked by: The provider who has checked the document if the provider the document is addressed to has not checked it. Checked by indicates that the document can bypass the Inbox, as a provider has already checked the document. If the Checked by field is left empty, this indicates that the document is unchecked.
   • From: The contact that has provided the document.
6. Click Save.

Last updated 14 December 2022