In the patient's record, navigate to Chart and then to Documents. 

🌟 1. System Folders

System folders are default folders in ChiroUp that automatically store files submitted by patients through surveys. When a patient completes a Photo ID survey, Insurance survey, or Consent Form, the uploaded files will be saved to the corresponding System folder in Patient Documents.

To add files to a System folder, you can either send the appropriate survey to the patient or upload the documents manually. Photo IDs can be uploaded from the General tab of the patient's record, and Insurance Cards can be uploaded from the Insurance tab.

💡Pro Tip: If you've previously uploaded documents to a patient's chart as a Manual Entry, you'll find those files in the Manual Entries system folder. This folder only appears for patients who have at least one manually uploaded document.

🌟 2. Custom Clinic Folders 

Create clinic-wide document folders to standardize document organization across all patient records. These folders automatically appear in every patient's Documents section, while the contents of each folder remain specific to that patient.

To create your custom Clinic Folders, navigate to Clinic Settings > General. 

At the bottom of your screen, click Manage Folders. 

Here, click New Folder to create a new Clinic folder. 

Click the ellipsis next to each folder to rename, change color, add subfolder, or move the folder. 

Clinic folders in the patient's Documents will be represented with a blue globe icon. 

Click Upload or drag and drop files directly into the folder to populate it. Folders are standard to all patient records, but folder contents is patient-specific. 

🌟 3. Patient Folders 

Create patient-specific folders to organize documents that are unique to a patient and not part of your clinic’s default folder structure.

Click the gear icon next to Folders in the patient's Documents. 

Click New Folder.

Enter name of patient-specific folder. Then, click Done. 

Click Upload or drag and drop files to populate the folder!

We do not default a standard “Clinic Folder” structure to allow flexibility for your clinic's specific workflow. However, Clinic Folder names apply system-wide to all patients, and changing or deleting them can be difficult once documents are in use. We recommend setting your folder structure before adding documents. Below is a sample structure:

External Clinical Records:

• Prior SOAP notes from other providers
• Outside clinical records and referrals

Billing & Insurance:

• EOBs, claims, prior authorizations
• Payer correspondence and disputes
• Insurance-related documents not stored in structured fields

Legal & Attorney

• Liens and letters of protection
• Attorney correspondence
• ME-related documents

Work, School & Disability

• Work restriction notes and return-to-work documentation
• FMLA paperwork
• Disability forms and certifications
• School-related excuse or clearance notes

General Documents

• Patient-provided documents
• General correspondence (non-legal, non-billing)
• Administrative items
• Any document that does not clearly fit into the above categories
   

After uploading a document you can:

• Preview
• Move
• Tag
• Add Notes
• Share in Team Chat
• Download
• Print

To manage an uploaded document, click the ellipsis next to the file to view available actions.

Add tags to documents to quickly search and location files! 

Share important docs in Team Chat with other team members! 

💡Pro Tip: 

Have a file split into multiple parts? Use the Combine & Upload feature to merge them into one document.

Click the arrow next to the Upload button and select Combine & Upload. 

Select the files you want to combine into a single document. You can drag and drop them or Add files from your computer. 

Click Upload as PDF. 

 

ChiroUp will save your files as one PDF in the patient's Documents!