Support Center

Importing From Updox into Amazing Charts

Last Updated: Oct 24, 2013 10:07AM EDT
To import an item or pages from an item into the patients chart in Amazing Charts follow these steps:

NOTE: To be able to see the Send Item or Send This 'X' Page/Send These 'X' Pages buttons the previews of the individual pages must also be visible. Use the Show/Hide Previews button located at the top center of your Updox workspace to change the setting.

To import all the pages for a single item into the patients chart in Amazing Charts:

1)    Click on the 'Send Item' button. A new window will open and you will see the pages
        for that item listed as attachments at the top of that window.
2)    In the 'Relate to Patient' field search for the patient you wish import the items for.
3)    Click the 'Send to EMR' button
3)    Complete the Title* and Notes fields as desired. (*Title is required)
4)    Choose a Category for the item being imported
5)    If desired choose a provider to notify in Amazing Charts
         Note: This will send a message to the messaging inbox of that provider inside Amazing Charts and
         the message will have a link to the item that needs to be signed off..
6)    Enter the date you wish to associate with the item being imported
         Note: If no date is entered the date associated with the item will default to the date
         the import is completed
7)    If desired place a check next to the box to 'Sign off' to sign off on an item
       directly from Updox(Only available to providers)
8)   Click 'Send' at the top of the page to initiate the import process

NOTE: The Send Item button pulls in all the pages for that item. Because you used that button, we know you have used all the pages for that item, and we move the item itself out of your way and into the Archive. You can perform any actions on the pages while they are in the Archive that you could while they are in the Inbox; we just move it to get it out of your way.


To import only the selected pages into the patients chart in Amazing Charts:

1)    Select the pages you wish to send by placing your cursor over the page and clicking the
        word 'SELECT' that appears below the page.
2)    After you have selected all the pages you wish to send click the 'Send 'X' Selections' button
       that appears below the Send Item button (remember the Send Item button will add all the
       pages for the item as attachments to the fax you are trying to send). A new window will open
       and you will see the pages for that item listed as attachments at the top of that window.
3)    In the 'Relate to Patient' field search for the patient you wish import the items for..
4)    Click the 'Send to EMR' button
5)    Complete the Title* and Notes fields as desired. (*Title is required)
6)    Choose a Category for the item being imported
7)    If desired choose a provider to notify in Amazing Charts
         Note: This will send a message to the messaging inbox of that provider inside Amazing Charts and
         the message will have a link to the item that needs to be signed off..
8)    Enter the date you wish to associate with the item being imported
         Note: If no date is entered the date associated with the item will default to the date
         the import is completed
9)    If desired place a check next to the box to 'Sign off' to sign off on an item
       directly from Updox(Only available to providers)
10)   Click 'Send' at the top of the page to initiate the import process

Contact Us

support@updox.com
http://assets1.desk.com/
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