Managing Documents - Watch Video
Purpose of this Video
This video guides nurse practitioners, clinical staff, and administrative teams through the process of managing documents in Canvas EHR. It explains how to upload documents (scanned files, faxes, labs), link them to patient charts, categorize document types, and maintain an organized document repository. This helps support accurate records, chart completeness, and efficient clinic workflows.
What You’ll Learn
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How to navigate to the document management/upload area in Canvas EHR
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Uploading files (PDFs, images, scanned documents) and setting file types
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Linking uploads to the correct patient chart and encounter
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Organizing documents by category (e.g., administrative vs clinical)
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Best practices for document review, updating, and maintaining audit trails
Key Takeaways
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Effective document management ensures that all relevant files are captured and easily accessible in the patient’s chart.
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Categorizing and linking documents correctly avoids lost or mis-filed information.
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Canvas EHR’s built-in tools help streamline uploads and link-throughs, reducing administrative burden.
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Maintaining an organized document workflow supports clinical accuracy, billing, and compliance.