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Bulk Uploading Records

Updated over 2 months ago

Migrating from another EHR? Don’t move documents one by one—use Bulk Upload to “hand-carry” a patient’s historical notes or external records into Allia all at once.

Multi-File Upload Steps

  1. Go to the patient's Records tab and click Upload Document.

  2. To select multiple files:

    • Windows: Press and hold Ctrl while clicking your files.

    • Mac: Press and hold Command (⌘) while clicking your files.

  3. Click Open, then click Done.

  4. Success Notifications: A "toast" message will pop up at the top of your screen for each successful file upload.

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