If you cannot add a document to a patient file, it is generally due to the following:
Does this patient have a case created?
If there is not a case created for the patient, you cannot upload and save data
Please add a Case to this patient and try again
Here is a link to a training video on Adding a Document in a Patient File
If after you have created a case and you still are having trouble adding a document to the patient, please contact support for assistance