Uploading Pre-Existing or External Charts

You can add scanned paper charts, PDFs, and photographed records directly to a client’s chart history. This keeps historical or externally created documentation alongside charts completed in Meevo.

Note: You can also store these files through UDFs if you prefer to keep them on a separate client-profile tab.

1. Open the client profile and select the Charts tab.
2. Select Add New Chart.
   
3. Choose the option to upload existing documentation.
   
   • Upload image or PDF: Add the documentation using any of the supported file types. Upload JPG, PNG, HEIC, or PDF files.
   • Take a photo: Take photos using your device’s camera.
4. If the record contains multiple pages, arrange them in the order they should appear.
5. Enter an optional label to make the record easier to identify.
6. Select the applicable visit date.
7. Complete the upload. Meevo combines the pages into one read-only PDF and adds it to the client’s Charts list with an Image Upload status.