Upload Document to Patient Chart

Last updated: February 4, 2026

Canvas Documentation on Data Integration

  1. Navigate to the Data Integration section 

  • Go to the Data Integration section at the top left-hand corner hamburger menu

  • Click Upload Document

  1. Upload the File

  • Choose a file from your device or a URL

  • Link the document to the appropriate patient.

  1. Categorize the Document

  • Select the document type (e.g., Uncategorized Clinical Document).

  • Choose whether the document requires review

  • Assign a report name and comments (if any)

  1. Finalize and Save

  • Click Ready for Review to complete the upload.

  • The document will appear under the patient’s Medical Documents tab.

  1. View or Manage the Document

  • From the Medical Documents tab, you can:

    • View the uploaded file

    • Edit document details (type, name, date, comments) or remove if no longer relevant