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Import a patient from up to 10 documents<\/h2>\n\n\n\n
At Import patients<\/strong>, select From documents<\/strong> and upload the files corresponding to the same patient. Currently, the workflow accepts PDF and DOCX documents, with a maximum of 10 files per import.<\/p>\n\n\n\n It does not need all documents to have the same format or to come from a specific software. You can gather, for example, a first consultation note, a clinical report, an order, a certificate, or a laboratory result.<\/p>\n\n\n\n Itaca analyzes the documents as a whole to propose information that can help build the case file. The objective is not to replace your professional judgment or turn a file into definitive data without review.<\/p>\n\n\n\n First, the system identifies explicit demographic data, such as name, sex, date of birth, age, national ID, phone number, or email when they appear in the documents. If a matching patient already exists, the potential duplication is presented before proceeding.<\/p>\n\n\n\n Afterward, Itaca organizes the clinical content it recognizes. A clearly defined consultation can be proposed as a historical visit. A report, result, certificate, or clinical summary that does not correspond to a single consultation can be kept as a clinical file. Thus, the medical record can gather both medical history and documentary evidence without forcing all files to look like a consultation.<\/p>\n\n\n\n The import has two review stages to maintain control over sensitive information.<\/p>\n\n\n\n This review is especially useful when documents contain incomplete information, different date formats, or data that could belong to more than one person. The final decision to import remains yours.<\/p>\n\n\n\n A medical record shouldn't depend on remembering where a PDF ended up. Upon confirming the import, Itaca creates the patient record with the reviewed information and keeps the original documents as a reference. This makes it easy to return to the source when you need to verify a piece of data, review the context of a note, or consult a result.<\/p>\n\n\n\n It also avoids a frequent problem when receiving prior documentation: having a new medical record with sparse data and a separate folder full of files that the team must open one by one. The reviewed information remains available in the chart and the files continue to be part of the clinical context.<\/p>\n\n\n\n Importing from documents is for a single patient and their files. If you need to migrate multiple patients from a Doctoralia or AgendaPro export, use the import flow from another software. See How to import patients from Doctoralia and AgendaPro into an electronic health record<\/a> to know that case.<\/p>\n\n\n\n You do not need to rebuild a medical record from scratch when the clinical information already exists in documents. Upload the files for the same patient, review the proposal, and confirm only when it reflects what you want to incorporate.<\/p>\n\n\n\n With this workflow, documents stop being mere attachments: they become a reviewable base to create a more complete record and provide continuity of care.<\/p>\n\n\n\n Documents may be incomplete, contain hard-to-interpret dates, or include data that should be confirmed. Therefore, the import does not attempt to replace a clinical review. It shows you a proposal based on the uploaded files so that you can decide what information to incorporate and how to do it.<\/p>\n\n\n\n If a data point is unclear, you may correct it, leave it incomplete, or omit the proposed element. This review helps ensure the final record is useful for care without turning an automated reading into a clinical decision.<\/p>\n\n\n\n\n
What does Ithaca do with the documents<\/h2>\n\n\n\n
You review before creating the file<\/h2>\n\n\n\n
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Less manual capture, without losing the original source<\/h2>\n\n\n\n
When to use this import<\/h2>\n\n\n\n
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Do you have an export from another software?<\/h2>\n\n\n\n
Start with the documents you already have<\/h2>\n\n\n\n
A clinical decision, not an automatic import<\/h2>\n\n\n\n