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Clinic Documents

Learn how to store and manage documents in your clinic.

Overview​

The Documents section provides secure storage for your clinic's important files. Store, organize, and access documents from anywhere.

Accessing Documents​

  1. Go to the Information System
  2. Click Documents in the sidebar
  3. View your document library

Document Library​

Display​

The documents page shows:

  • Document List - All uploaded files
  • File Name - Document title
  • Type - File format (PDF, DOC, etc.)
  • Size - File size
  • Uploaded - Upload date
  • Uploaded By - Who uploaded

Organization​

Documents can be organized by:

  • Folders - Create folder structure
  • Categories - Tag by type
  • Date - Sort by upload date

Uploading Documents​

Adding New Documents​

  1. Click Upload or drag-and-drop
  2. Select file(s) from your device
  3. Add optional details:
    • Title/Name
    • Category
    • Description
  4. Click Save

Supported Formats​

Common file types:

  • Documents - PDF, DOC, DOCX
  • Spreadsheets - XLS, XLSX, CSV
  • Images - JPG, PNG, GIF
  • Text - TXT, RTF

File Size Limits​

Check current limits for your plan.

Viewing Documents​

Opening Files​

  1. Find the document in the list
  2. Click to open/preview
  3. View in browser or download

Downloading​

  • Click download icon
  • File saves to your device
  • Open with local applications

Managing Documents​

Editing Document Details​

  1. Click document menu
  2. Select Edit
  3. Modify title, category, or description
  4. Save changes

Deleting Documents​

  1. Click document menu
  2. Select Delete
  3. Confirm deletion
  4. Note: Deletion may be permanent

Moving Documents​

If folders are available:

  1. Select document
  2. Choose Move
  3. Select destination folder
  4. Confirm

Search and Filter​

Finding Documents​

  • Search Bar - Search by name
  • Category Filter - Filter by type
  • Date Filter - Find by date range

Document Types​

Common clinic documents:

  • Business Documents - Registration, licenses
  • Staff Records - Contracts, certifications
  • Patient Forms - Consent templates
  • Policies - Procedures, protocols
  • Financial - Invoices, receipts
  • Compliance - Audit reports, inspections

Security​

Access Control​

  • Only clinic members can access
  • Based on clinic membership
  • Secure cloud storage

Data Protection​

  • Encrypted storage
  • Secure transmission
  • Regular backups

Best Practices​

Organization​

  • Clear Naming - Use descriptive file names
  • Consistent Structure - Organize by category
  • Regular Cleanup - Remove outdated files
  • Version Control - Track document versions

Security​

  • Sensitive Data - Consider what to upload
  • Access Review - Periodic access audits
  • Backups - Keep local copies of critical files

Troubleshooting​

Common Issues​

Upload Fails

  • Check file size limit
  • Verify file format supported
  • Check internet connection
  • Try different browser

Can't Find Document

  • Check search spelling
  • Clear filters
  • Check all folders/categories

Download Issues

  • Check popup blockers
  • Verify internet connection
  • Try right-click save

Next Steps​