Managing Folders in Patient Files

Folders in Patient Files help you organize all documents, images, and other uploads related to a patient’s chart. You can create your own folders, nest them within others, and manage their contents as needed.

Default Folders

Each patient chart includes a set of default folders, such as Tasks, Notes, Labs, Referrals, and Chat Attachments. These folders are automatically created by the system to help keep files organized by type.

Some files are saved to these folders automatically — for example, if you add attachments to a task linked to a patient, the files will be automatically saved to the default folder named Tasks.

Default folders:

  • They are identified by a lock icon.
  • Cannot be renamed, moved, or deleted. These restrictions ensure important files (like notes, labs, and imaging) always remain in their correct locations.

Creating a New Folder

  1. Go to Patient Files in the patient’s chart.

  2. Click New folder at the top right of the screen.

  3. Enter a Folder Name in the dialog box.

  4. Click Create. The new folder will appear in the file list.

Tip: You can create folders inside other folders. Open any existing folder and click New folder again to add a subfolder.

Folder Hover Actions

When you hover over a folder in the list, available actions appear depending on the folder type:

Default folders

  • Open folder – Click the folder icon to view its contents.

User-created folders

When hovering over a folder you created, you’ll see a set of actions on the right:

  • Delete – Permanently removes the folder and its contents.

  • Rename – Opens an inline field to edit the folder name.

  • Move folder – Relocates the folder into another folder.

  • Open folder – Opens to view files inside.

Note: Deleting a folder will also delete all files stored in it. Make sure to move any important files before removing a folder.

Organizing Files

You can use folders to structure your patient’s documents clearly:

  • Move files between folders to keep them organized.

  • Create nested folders for specific visit dates or document categories.

  • Upload files directly within the desired folder for easier access later.