Upload documents

Use Upload Document to upload patient care documents to Sunrise Patient Portal™ so they are available to patients. When you upload a new document you can assign the new document to patients.

About this task

Documents that have been assigned to a patient will appear in the Patient Documents web part when the patient logs on to Sunrise Patient Portal™. The document is displayed in the web part with a designation that it is assigned to the patient. The patient can access the document from the web part for viewing or downloading.

Procedure

  1. Click Add New Document.

    Upload Document is displayed.

  2. Enter a document name.
  3. Enter a description for the document.
  4. For Select File to Upload, click Browse.

    Open is displayed.

  5. Navigate to the location where the document is that you want to upload.
  6. Select the document and click Open.

    Open closes and the document is displayed for Select file to upload.

  7. Do one of the following:
    • To upload the document and assign it to a patient or group of patients, click Save and Assign. The document is uploaded and Assign Documents opens.
    • To upload the document without assigning it to any patients, click Save and Exit.

    The document is uploaded.

  8. When you are finished, the uploaded document appears in the Patient Documents web part.