You can use the Practice Documents section of Owl to easily store and access any clinical documents you wish. You can create a repository of the internal clinical documents, setting up your own system of folders and subfolders for optimal organization. You can use Practice Documents to store commonly shared documents which multiple staff members reference daily, allowing you to centralize even more of your administrative work within Owl.
To access Practice Documents, click into Manage and select Practice Documents.
The main menu of Practice Documents is segmented into three master folders and access to the folders is limited by user role:
- Owner -- Only Practice Owners can access this folder. It will be hidden from the view of Therapist and Office Admin users
- Admin -- Practice Owners and Office Admins can access this folder. It will be hidden from the view of Therapist users
- All Users -- Practice Owners, Office Admins and Therapists can access this folder.
New folders and subfolders can be added within the master folders to enable custom structuring of Practice Documents to suit any organizational needs.
To add a new folder, click the New Folder button. You can input a folder name and click the Save Folder button to add it.
When you create a new folder, by default it will be nested within the folder for which you have the highest level of access. For example, if a Practice Owner creates a new folder, by default it will be filed under the Owner folder. Once created, the new folder can be moved and nested under a different master folder as needed.
You can change the location of a folder or subfolder by clicking on it and moving it on top of the folder of your choosing. You will see the folders shuffle and change as you do this based on your actions. You can rearrange and reorder the folders any way you wish to build out your desired organizational structure for the practice’s document management.
When a folder is blue that means it is closed and you can click on it to open it and view all the folders and documents within it. You can click into the sub-folders to view the contents within as well. When a folder is white it means that you have opened that folder and are viewing all of the contents within it.
