The Documents page manages what leaves the agency and what gets added by hand — the other half of the fax inbox.
Know the three tabs
Tab | What it holds |
Inbound | Received documents with their match state — matched to a patient, or needing review |
Outbound | Everything sent out, with delivery status |
Patient Documents | Documents filed on charts |
Upload a document
Open Documents and click Upload Document.
Pick the file, set the document type — referral, order, clinical note, insurance, admin, discharge — and the patient it belongs to.
The document files to the chart and appears under Patient Documents.
Use upload for paperwork that arrives outside the fax line: hand-delivered records, emailed PDFs, scanned consents.
Send documents out
Outbound documents — signed orders going back to physicians, records requests being fulfilled — appear on the Outbound tab with a delivery status:
Status | Meaning |
Sent | Handed off for delivery |
Delivered | Confirmed received |
Failed | Delivery did not go through — resend |
Which channel a document goes out on — eSign, fax, email, or print — is decided by the provider's preferred method, not per document. See Transmission options for the channels and how signed pages find their way back.
Check Template Previews for the agency's standard cover pages and forms before sending.
Note: A medical records request from an outside party arrives as a task — see Work your tasks. Fulfill it by gathering the chart documents and sending them from here, then complete the task.
Attach documents to the chart
Documents can be attached to a patient chart from three places:
From the chart: open the patient's Documents tab and click Upload Attachment. The tab filters by episode (This episode / All episodes) and by type — F2F Encounter, Hospital Discharge Summary, Lab Results, Insurance Card, Plan of Care, Wound Photo.
From the inbox: use Link Document on a received document to file it to a patient, referral, or physician order — see Link documents to patients.
From an order: a returned signed document links to its order via Link Document → File to Patient Chart.
On the chart's Documents tab, use Designate as F2F on the qualifying encounter note — billing needs exactly one designated face-to-face document.
If something goes wrong
An outbound document shows Failed. Verify the destination fax number or address in the provider library, then resend.
An upload is on the wrong chart. Open it under Patient Documents and refile it to the correct patient; confirm it is gone from the wrong chart.