How To: Add a Document

You can access the Add Document screen from multiple locations.

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Accessing the Add Document Screen:

1. Use the Blue Plus Sign

   • Look for the blue plus sign in the top-right corner of your Notenetic page.
   • Click the plus sign to go directly to the Add Document section.

2. Navigate via the Documents Tab

   • Go to the Documents tab in the main menu.
   • Click the blue "Add Document" button displayed on the page.

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Selecting a Document Template:

1. Choose a Template

   • On the Add Document screen, click the Select Template box.
   • You can either scroll through the list of available templates or type into the search bar to quickly find the desired document.

2. View Document Fields

   • Once a template is selected, the corresponding document fields will automatically populate below the Date of Service (DOS) box.

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Assigning an Author:

1. Select the Author

   • Use the Author dropdown to select the staff member responsible for the document.

   • You can either scroll through the list or type into the search bar to find the staff member’s name.

   Note: Users with a User/Clinician role can only assign documents to themselves.

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Important Considerations:

• • Your clinic's settings may prevent adding documents if the DOS is too far in the past. For example, if the DOS is 1/1/24 and today is 2/1/24, you may be restricted from entering the document.
  • Future dates cannot be selected as the DOS.

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Note: If you encounter any restrictions or issues while adding documents, contact your clinic administrator for assistance.