Document Management (Practice Staff)

Uploading Patient Documents

Step 1: Open Document Management

• Log in to Healthbridge Clinical and locate the main top navigation menu bar.
• Click on the Document management tab to launch your central document dashboard grid.

Step 2: Upload New Patient-Level Documents

• While viewing the Patient sub-tab panel, click the orange Upload files button.
• In the pop-up modal window, type a clear clinical Description, pick a file Category, and click the orange Add files button to attach your file.
• Click Upload to save the document to the secure patient database repository.

Viewing Patient Documents

Option 1: Search Patient Documents

• Click on the Patient sub-tab located next to the Practice sub-tab.
• Type the patient's name into the Search field bar to instantly filter out and locate previously uploaded records.
• Narrow your results further if needed by selecting custom parameters inside the From and To date calendar picker blocks.

Option 2: View on the Patient Timeline

• The moment a file is successfully uploaded and assigned under the Patient sub-tab, it attaches to that patient's timeline.
• The file will instantly display as a chronological preview card tile on the active Patient timeline, where a doctor can review, print, or email it during a live consultation.

Upload Practice-Level Documents

Step 1: Open Document Management

• Click on the Practice sub-tab in the upper-left corner of the dashboard.
• Click the orange Upload files button located on the right side of the screen.

Step 2: Upload Documents

• In the Add files to digital files modal popup, click the text field to enter a Description, select an operational Category from the dropdown menu, and set the document Date.
• Click the orange Add files button to choose the file from your local workstation drive, then click the final Upload button to save it globally.

Key Benefits for Your Practice

• Streamlined File Ingestion: Effortlessly separates macro business templates and blank medical aid forms from individual, highly confidential medical charts.
• Rapid Retrieval: Completely eliminates the need to dig through physical filing cabinets by offering rapid search bars and custom date filters.
• Automatic Timeline Integration: Feeds records straight into the patient's interactive health narrative line, preventing care gaps or lost external charts.
• One-Click Grid Control: Maximizes office efficiency by letting your administrative staff preview, download, or email files on the spot with a single click.