1. Open or create the patient you wish to write a progress note for. (See How to Create a Patient and How to Search for a Patient)

2. Click the plus icon on the upper left of the Clinical Data Table.

4. Select the "Upload" Tab.

5. Drag the file you wish to upload into the area on the right or click "browse" to select the file 

6. Change the file type if needed and add a title for the document.

7. Click "Share" or "Save"

8. Once the upload is complete you'll receive a dialog confirming the upload.