Upload Files to Resident Attachments – Now Powered by Chatter

We’re excited to introduce a powerful enhancement to streamline your documentation workflow—AI-Assisted File Uploads via Chatter. This update allows users to upload documents and files directly into a resident’s profile through a simple conversation in Chatter.

📋 Upload Attachments via Chatter – Fast, Conversational, and Accurate:

• Direct Upload: Use the Chatter assistant to upload one or more files without leaving your workflow

• Resident Matching: Chatter identifies and confirms the correct resident profile using name, DOB, or other inputs

• Smart Prompts: The system guides you with a question—“What would you like to do with this file?”

• Auto-Save to Attachments: Files are placed in the correct resident’s [Attachments] section with a confirmation message

🔍 Key Benefits:

• Time-Saving: No need to navigate through menus—just upload and confirm in the chat

• Improved Accuracy: Smart matching ensures documents are linked to the correct resident

• Real-Time Feedback: Get confirmation or guidance if something needs to be corrected (e.g., file type, missing resident info)

• Centralized Records: Attachments are instantly added to the resident’s profile for seamless record-keeping

Example Workflow:
💬 "Upload this discharge summary to John Smith’s profile."
📎 File successfully uploaded to John Smith’s attachments.

Simplify your documentation and never lose a file again—upload attachments the smart way with Chatter!