Most of the time, records and documents flow into Adentris automatically from your EHR, and you will not need to add anything by hand. When you do, here is how, whether it is one record or a whole roster.
Adding patient records
Add record on the Records screen creates a single record you can fill in yourself. Useful for a one-off or a new admission that has not synced yet.
Bulk upload brings in many records at once from a file, which is the fast way to load a roster or migrate a batch.
Add record and Bulk upload sit at the top right of the Records list.
Adding documents to a record
Open the patient, go to the Documents tab, and select Upload to attach a document.
Use Upload insurance card on the record header to add a card image to the patient's insurance details.
If you expected records or documents to appear automatically and they have not, that usually points at the EHR connection. Check Integrations, or reach out to [email protected] and we will look with you.