---
title: "Document Management (Practice Staff)"
url: "https://help.healthbridgeclinical.co.za/en/article/document-management-practice-staff"
language: "en"
last_updated: "2026-08-05T11:56:32.122Z"
---

# Document Management (Practice Staff)

The Document Management feature in Healthbridge Clinical provides a centralized, electronic filing ecosystem for your practice. It allows administrative staff to easily upload, search, and organize files on both a practice-wide operational level and an individual patient level.

## **Uploading Patient Documents**

  

[Vimeo video](https://player.vimeo.com/video/1209028137)

  

### **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.

![](https://cdn-assets.productfruits.com/d9669a0e-d7af-4d7d-a559-3afc19b837ae)

### **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.

![](https://cdn-assets.productfruits.com/0cbd4cd7-a1ed-40d7-8947-9aa78f798788)

![](https://cdn-assets.productfruits.com/62659eb3-ded9-4a07-9c5e-4ac90633267b)

## **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.

![](https://cdn-assets.productfruits.com/6d2d2633-c48b-453a-91af-c68d95874844)

### **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.

![](https://cdn-assets.productfruits.com/d6eb38ec-8fa8-4589-9678-7359be929a1d)

  

### **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.

  

![](https://cdn-assets.productfruits.com/74e86532-06ca-4e9b-a670-d4da2ed8418f)

### **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.![](https://cdn-assets.productfruits.com/a78f5890-447e-4c93-ae3c-f8a0e0b91a7a)

  

## **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.