Clinicians: Uploading Summary Reports to Your EHR

Note: Integrating CareSimple to your EHR is a simple process that can make you and your team more efficient. To get started, ask your customer success representative.

If your CareSimple EHR integration supports Reporting, monthly reports are automatically created and uploaded to the patients' charts on the first day of the month. No action required.

Alternatively, you can upload a report on demand by doing the following:

  1. Access the Report module
  2. Select the "Upload to EHR" checkmark and generate the Report, as shown below
  3. A confirmation that the report has successfully uploaded will show next to the name of the file in the Report module

Still need help? Contact Us Contact Us