Keep uploaded files and generated documents close to the record they support. Find the referral, correspondence or report you need without starting the search in a separate folder system.
Correspondence
Forms & consent
Clinical documents
Find the document. Keep the context.
Upload supporting documents to the client library. Keep a useful name and the client context together so a file remains more than an attachment in someone's inbox.
Browse the client's document library and preview supported documents. Return to the source when preparing correspondence or reviewing the background to a session.
Generate a document from a selected template and sessions, then review the output in the same library. Uploaded evidence and generated drafts remain distinguishable parts of the client record.
Start from the record the document belongs to.
Add a supporting file or create a document from selected session material.
Preview the document and confirm its contents before relying on or sharing it.
No. An upload is a file you add to the record; a generated document is created from a template and selected context. Both can be managed from the client document library.
The library keeps supporting material close by. Document generation lets you choose session source material and a template; check the available inputs for the specific workflow you use.
No. Storage preserves access to the document. The practitioner still needs to evaluate its accuracy, relevance and appropriate use.
Explore Document Storage in the context of your whole practice.
