Introduction to Patient Files

In the digital age, efficient and secure management of patient documents is critical for healthcare providers. Patient Files is a specialized area integrated into each patient's chart where providers can manage various patient-related files such as images, videos, and PDFs.

Key Features

• File Management Users can upload, archive, and rename documents directly within the patient's chart. Whether it's a scan of a lab report or a video from a clinical examination, the Patient Files feature handles various file types efficiently.

• Folder Organization Users have the flexibility to create, delete, and rename folders as needed to keep the patient's documents organized. This feature is particularly useful for categorizing documents by visit date, condition, or type of document.

• Default Folders To streamline the management process, the Patient Files feature includes default folders that cannot be removed but are essential for clinical practice. Files will be stored in each folder automatically following the rules below:
  • Tasks: All files attached to the patient's tasks will be stored in this folder.
  • Notes: All files attached to the patient's notes will be stored in this folder.
  • Lab: Keeps all lab requisitions and results in one place.
  • Referrals: Archives all referral PDFs created for that patient.
  • Chat Attachments: Stores files shared through patient communication.
  • Fax: Stores all faxed documents for the patient.

• File Mobility Within the Patient Files feature, files can be easily moved from one folder to another, allowing for dynamic file management. This is crucial for maintaining an organized and up-to-date file system as patient information evolves over time.

Benefits of Using Patient Files

• Centralization: Keeps all patient-related documents in one secure, accessible location.
• Efficiency: Enhances productivity by reducing the time spent searching for patient documents.
• Security: Ensures that sensitive patient information is stored securely and in compliance with HIPAA regulations.
• Collaboration: Facilitates better collaboration among healthcare team members by providing easy access to necessary documents.

For healthcare providers looking to optimize their practice's operational efficiency and ensure the security of patient data, using Patient Files in their daily routine is a step toward transforming patient management in the digital era. 

For further assistance, contact our support team.