1. Select Document Type* from the drop down. Types Evaluation and Management. Advanced Directives, Care Plan or Other are most commonly used.
  2. Select Document Sensitivity check boxes**. To keep a document view-able in the local node only, uncheck Normal and check any other sensitivity setting.  
  3. Select Browse
  4. Navigate to document on your local hard drive (referral forms, advanced directive documents, med list) that you want to upload to the HIE.
  5. Select the correct document, then select Open
  6. Select the Add button at the bottom of the page.  
  7. Select the local or network All Documents tab to view the uoloaded documents.