Plug-In: Two Way Patient Messaging - Upload Files to EMR (Documents or Provider Inbox)

⚠️ Availability - This feature is only available and supported on OSCAR Pro.

Where to Access “Upload to EMR”

After selecting Upload to EMR, you will see two options: Documents or Provider Inbox.

This feature is available from:

• The Scheduling page

• The patient’s eChart

• The File Manager

Option 1: Upload to Documents

Use this option to upload a file directly to the patient’s chart.

Steps:

1. Select Upload to EMR → Documents

2. A confirmation pop-up will appear

3. Click Upload

What happens next:

• A success message will appear

• The file will display an “Uploaded” tag in the conversation

• After refreshing the page, the file will appear under the Documents section in the patient’s chart.

Option 2: Upload to Provider Inbox

Use this option to send a file to a provider’s inbox while also saving it to the patient’s chart.

Steps:

1. Select Upload to EMR → Provider Inbox

2. A new window will open with pre-filled details:

   • Date (auto-filled, not editable)

   • Patient name (auto-filled, not editable)

   • File name (auto-filled)

3. Select a provider from the dropdown or search for them

4. Enter a description (required)

   • The file name will automatically update to match the description

5. Click Upload

What happens next:

• A success message will appear

• An “Uploaded” tag will appear beside the file

• The file is sent to the provider’s inbox

• The file is also saved under the patient’s Documents section

Additional Notes

• Files can also be uploaded directly from the conversation screen by clicking the three-dot menu on a file

• The same Documents and Provider Inbox options will be available

• Uploaded files are clearly labeled with an “Uploaded” tag for visibility across users

Key Takeaways

• Two upload options: Documents or Provider Inbox

• Provider Inbox uploads also save to the patient’s Documents

• Auto-filled fields (date and patient name) help reduce manual entry

• Description is required and updates the file name automatically

• Uploaded tag confirms the file has been successfully sent to the EMR