How to upload documents

Tiffany Hodkinson -

Documents such as PDFs, .jpg and .doc can now be attached to Care Plans as follows. 

 

Uploading a New Document

1. Once you have retrieved your patient within Core Care Plans, open the required care plan as normal

2. Scroll down to the relevant section of your form to add your document.  Sometimes these are located in one section within the form as per the screenshot below or embedded within the relevant subform:

Screenshot_2020-04-06_at_15.34.42.png

3. For the document you wish to upload, click on the relevant Upload button:

Screenshot_2020-04-06_at_15.39.29.png

4. This will bring up an explorer window.  Browse to the required document and click Open:(Screenshot below may vary according to the operating system you are using)

Screenshot_2020-04-06_at_15.44.51.png

5. Details of the document uploaded will be added to your form and a download button will appear:

Screenshot_2020-04-06_at_15.47.43.png

6. To save the form to the central repository, click the Save button in the bottom left hand corner as normal:

Screenshot_2020-04-06_at_15.49.50.png

7. Click the Save button again to save the updates back to the GP clinical system and to the central repository:

Screenshot_2020-04-06_at_15.51.04.png

 

Updating a Document

Follow the steps as above, clicking the upload button to overwrite the existing document with the latest version:

Screenshot_2020-04-06_at_15.47.43.png

 

Retrieving a Document

1. Once you have retrieved your patient within Core Care Plans, open the required care plan as normal

2. Scroll down to the relevant section of your form to locate the document.  Sometimes these are located in one section within the form or embedded within the relevant subform:

Screenshot_2020-04-06_at_15.59.46.png

3. A download button will exist where there is a document present.  Click the Download button to save to your Downloads folder

 

Troubleshooting

If you are seeing failures when writing to pyrusCloud, ensure your document is a PDF.  Document types can be re-saved by opening in an application that will allow you to save as a PDF.  For example, right click the document and selecting Convert to Adobe PDF:

Picture1.png

This will open the document and allow you to re-save it as a PDF.

 

 

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