How to import a document

• Navigate to the Documents tab in HealthTrack
• Click on the Import Documents and Images button

• The patient's basic demographic information is displayed at the top of the screen
• If the document is for a different patient, close the screen and select the correct patient

• Use the 'Mode' drop-down to choose the type of file to import:
  • Move: Moves the document to HealthTrack
  • Copy: Creates a copy in HealthTrack while keeping the origina
• Click the icon with two dots to search for the document's location.
• The Folder section will display the selected location
• Set shortcuts for commonly used file locations in user preferences
• Select a shortcut to view files saved in that location

• Select a document to view its contents in the preview pane on the right

• Select the desired document and select Import
• A classification window will appear to choose the import folder and name the document

• Select the appropriate folder (e.g., referrals) and give the document a name
• Click OK to complete the import

Multipage Import

• To import multiple documents as one file, select 'multi-page file' from the mode drop-down
• A second window will open to add files for import

• Double-click on each file to add it to the import list
• Use arrows to change the order of documents if needed

• Hold down the shift key to select multiple documents and click Import
• Choose the folder and name for the multi-page document in the classification window.

• Access the import document function through the Practice Wide menu.
• Use the Find Patient button to select different patients for document imports.