Home Forums Discussions General Discussion Putting documents into Updox (Drag and Drop)

If you have one or more documents on your desktop or a drive and you want to put them in Updox or import them into AC, there are several ways to do this.
You might want to put the report in a patient's chart, send them to a patient via their portal, or fax or send the document elsewhere. Perhaps you want to do all of these at once. One of the easiest methods is to open the Updox workspace, select the document's icon, and drag it to the workspace. Drop it there and it will be copied to Updox. Usually it is automatically converted to a pdf. From Updox, you have all the usual options including sending, emailing, importing to the chart, and these can generally be done at once from the "send" screen.

Is anyone here in NYC (besides me) and have Updox, and if so can I arrange to come by and see it with AC. I've looked at the Updox video on there website, but nothing really brings it to life than seeing it yourself.

Wayne, I'd love to host you here. It's just a short, 3,000 mile plane ride to -40 temperatures, but the reception will more than make up for it. Whaddya say?

And Jon, again thanks. Notice also you can set UpDox to work in color now, so importing thinks like pictures works great. It also solves the problem I had before of things getting in the chart twice, once with the direct import, and the second when I sent a comment to a patient that I imported into the chart as well. Now everything is in one easy step. YEAHHH!

I am in South Jersey if you are that interested. At least a 2.5 hr drive. Using Updox for fax/portal/secure messaging.

There is no question that the utility of Updox is hard to appreciate from a distance, and best seen in person. I feel like we have only scratched the surface of what it can do; I am always anxious to see how others use it. Maybe a sub-section meeting at the next ACUC?

Hey Jon,

I didn't know you could drag & drop into Updox. We currently scan everything into the auto-upload folder but this is good info to know

Thanks

UpDox is turning into one of those very cool things, like the Mandelbrodt set, in which I can almost endlessly magnify some little area and find some piece of brain candy to play with. The problem is, these things get kind of snuck in there without much of an announcement. I read the "What's New" link on the workspace pretty regularly, now, but some of the added features don't register with me as to their usefulness at the time. New stuff is also added very regularly. The sub-section meeting is a great idea; it might even be enough to entice me out of Alaska in the summer. Absent that, if Tobin and company could spend the time to do a bunch of Youtube updates it would help a lot. A Youtube clip (and e-mail announcement) to accompany each significant upgrade would be very valuable.

I agree Dr. Gruaman, that's a great idea!

Perhaps Tobin will comment, but I am guessing this is the first time that Updox has been compared to the Mandelbrot set.
I agree that instructional ideas are a good idea. They help new users to visualize the program and how it works, and could help us learn about features that we don't understand (or don't even know they exist).

To my mind, the biggest challenge is coming up with ways to utilize all these features to make our work flow easier. Updox can help us with that, and so can networking...sometimes we just need to see how other people are using it.

Just started using Updox, and amazed at now neatly it integrates.

One question for those who have been using it:

When you send an item to disk, it gets filed locally in a folder, under the patient's name and then under the category. This is a great way to have imported items accessible locally in a way that is findable. Is anyone systematically always sending to disk at the same time they send to the EMR, to have a local and searchable copy of the imported items?

One of the biggest complaints I have about AC is the way II are handled. If you have a lot of them, and need to send a copy of the patient's chart for review or for anything, it is very cumbersome. If everything is located in a local copy the way it is with the method described above, that task becomes a snap.

Michael Jacobson

Michael,

We use Updox but don't save a copy to disk as you described. I don't really have any issues finding things in the Imported Items window in AC. Since with Updox we can make custom categories, finding things in AC importing via Updox makes searching easy.

Question for those using drag and drop:

I tried this yesterday, importing several PDF items from a memory stick. Dragging and dropping one at a time worked great, but if I selected all the items from the stick and dragged and dropped, it looked like they were importing, but then all but the last one disappeared, and it opened in the UpDox patient window, not on the workspace. Are all the others sitting out there in limbo someplace? Also, if I am filtering my workspace for a particular color tag (how we have been sorting which provider is seeing which incoming items) and drag and drop, into a filtered workspace, does that mess anything up? Do they go in as a no color tag?

Thanks, Marty,

I agree that finding things in AC is made very easy with the categories.
The question I have is, if an insurance company wants a copy of a chart, how do you copy all the imported items?
You have to print (or export) each item individually.
If there is a local copy organized by folders, you could just make a copy of the patent's folder, copy it to a CD, and send that.

If a patient wants a copy of their large chart, again, how do you deal with all the imported items?
If AC had a way of exporting the II items to disk, with appropriate file names, that would make it easy.
The way it is now, you can find all the II in the AC directory, but the files are all named something like 0000001.pdf, which is not exactly helpful.

But you're probably right, sending everything from Updox to both AC and to disk is overkill and not worth it.

Michael

OK, solved the question. I had to set my settings under tools to send items to the practice inbox, not the patient/contact popup. The popup only lets me do one patient at a time, and the others are lost.

David,
In the past, Updox asked you where to put EACH document you created (the practice inbox or the patient/contact box). In an effort to improve things, now they have us select one of those two choices in the tools menu (as you discovered) so you don't need to select for each document. To be honest, I kind of liked it the old way.

Michael,
The local folder you are creating is basically the same as the folder that already exists in II in the AC program files. The only difference is the naming of all the files (which will be numbers, as you describe in AC; and some more descriptive name if you take the time to name them). The insurance company can figure out what each file contains when they open them; why should you waste the time and energy? Just send a copy of the folder from AC.

Michael,

To use Updox (or any PDF printer) to copy all your imported items you can do the following: (I know you know the location of the files so bear with me on the long explanation. It's for other peoples benefit too)

In the Amazing Charts folder on your computer(or server) is a folder called "Import Items". In that folder are subfolders that are numbered according to the patients ID # in AC. Just go to that folder, open it and select all the PDF's you want to send and print them to Updox (or your PDF printer). (Hold down CTL and select all the imported items you want to send using the left mouse button. Then right click and select "print". Select Updox (or your PDF printer) as your printer.)

Jon has it right. Why waste your time naming things for someone who wants a copy. That would be like naming each page in a fax before you send it.

Jon and Marty,

Thanks. Points well taken!

Michael

I personally would never allow my staff to do anything with a patient's record on the server. They open the patient's II in their chart, print the desired items to the Paperport Desktop, bundle them into one stack and either fax or burn to a CD

Oh, and they could also email the documents from the Paperport Desktop if that is preferred.