Part 9: Centralize Your Practice Filing Ecosystem

This week, we introduce Document Management, a centralised, electronic filing workspace that allows your administrative staff to effortlessly upload, search, and organise records across two completely separate streams: practice-wide operations or individual patient files.

• Practice-Level Organization: Securely archive day-to-day operational forms, macro business templates, and blank medical aid sheets under the Practice sub-tab, keeping master business assets perfectly separated from confidential data.
• Streamlined Patient Filing: Switch to the Patient sub-tab to instantly look up records using a rapid search bar, or upload new loose pages with clear descriptions, category classifications, and specific document dates.
• Automatic Timeline Integration: The moment a patient-level document is saved, it feeds straight into that individual's records, rendering instantly as a clean chronological preview card tile right on the active Patient timeline.

Click the Document management tab in the top navigation menu, choose the Practice or Patient sub-tab, hit the orange Upload files button, input your index keywords, and click upload to reclaim your office footprint today!