Practice files

Surveys and payer audits ask for the papers that run the practice: privacy policies, business associate agreements, clinic licenses and staff continuing education records. Practice files keeps them in one library. Patient files never go here; they belong on the chart (see Documents).

Open the library#

Open Tasks in the main menu, then Practice files in its panel. Every staff member can open the library; each person sees the files open to everyone and the ones shared with one of their roles. People who manage the practice see every file.

Click a file's name, or Open in its menu, to view or download it. A file with an end date shows Expiring soon from 30 days before, and Expired after.

Upload a file#

Click Upload File and fill in:

• Name and Category: policy or procedure, business associate agreement, clinic license or certificate, continuing education record, contract, or other.
• File: a PDF or an image, up to 10 MB.
• Who can open it: leave it empty for every staff member, or choose the roles that may see it.
• Expiry and notes (optional): an end date for a license or agreement, and a short note.

A file cannot be replaced once uploaded. To keep a new version, upload it as a new file and delete the old one.

Edit or delete#

Choose Edit in a file's menu to change its name, category, roles, end date or note, and Delete to remove it from the library. Every change is kept in the audit history.

Permissions#