Documents land in the right place.
Files can be attached to the client, referral, report, or workflow they support.
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Documents
Every file attached to the right record.
PractaLuma keeps documents close to the clinical record, so teams can find the right referral, letter, assessment, or plan without searching through drives and inboxes.
Clinical Records
Document Storage
Store referrals, reports, plans, correspondence, forms, and supporting documents securely.
01Client-linked files
02Searchable record context
03Supports reports and triage
What it does
Files that remain part of the record.
Clinical files, uploaded evidence, exports, referrals, and report source material stay attached to the work they support.
Upload referrals and correspondence
Attach files to client records
Organise clinical and admin documents
Support report writing and triage
Searchable document context
Controlled access within the practice
Day to day
How documents become usable context.
Stored files are most valuable when they can be found from the client record and reused in reports or triage.
Teams search the client record first.
Documents stay connected to the work they relate to.
Context supports future work.
Reports, triage, copilot suggestions, and plan reviews can reference stored documents.
Control & privacy
Clinician-led by design.
Stored files are part of the clinical record and should follow the same permission and audit expectations.
See it for yourself
Bring your messiest document workflow.
We will show how it can become searchable clinical context.