Import a Document
You can upload a single document to Helix or multiple documents simultaneously.
About this task
A maximum of 25 documents can be uploaded at one time. The file size of each document cannot exceed 30 MB.
Procedure
-
To access the Message Centre, in the Helix panel
menu, select
Message Centre.
- Go to the DMS
panel.
-
Locate and click
Upload Files.
- You will be prompted to locate and select the files you want to upload.
- Click
to start uploading the selected files. The upload progress is shown. 
- The files are uploaded, and added to the bottom of the list of uploaded or scanned files.
Notice that in our example, we have uploaded 9 documents.
- Select one document at a time among the several documents you
just added, and provide the following information:
- Patient to file the documents with.
- Patient's practitioner.
- Whether you also want to file a copy in the practitioner's Inbox. This option is selected by default.
- Document type.
- The document's source, such as fax
- The document date. This is the date on which the document was received by you,
and not necessarily the date on which you scanned it.
Optional flags:
Table 1. Optional flag details 
Flags the selected document as a Bad Scan.
Documents flagged in this way can be replaced later, if for example you are able to obtain a higher-quality source document to scan.
Flags the selected document to indicate that the associated patient could not be found in the system. Documents flagged in this way can be left in the system until you have created a record for the patient.
Flags the selected document with a custom reason of your choosing. Upon selecting this option you will be prompted to describe the reason.
Deletes the selected document. You will be prompted to confirm this action.
-
When you are ready to save the selected document to the patient's record, click
