This page
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These are the sub topics on this page:
Introduction
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provides an overview on Document Management.
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Brevity allows you to securely store documents against
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the primary record types, that include Clients, Service schedules,
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Employees, Plan management and Provider budgets, Service Providers, Branch and Organisation, Quotes, training, leave, incidents, goals, notes, client funding
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, plan reviews, staff warnings and appraisals, medication and related contacts. Document storage
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is also available for any custom record sets established within
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the application.
Documentation related with the branch, Employee and client records, can be be reviewed through the Brevity Care mobile app and Brevity Self Service portal. Access to this documentation is subject to the assigned viewing rights.
There are no restrictions on the size, type or quantity of files that can be uploaded
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Assigning documents into the Document Management Panel
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into the
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document panel
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Document Management Panel Features
Features associated with the Document folder include:
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.
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Upload files using the link in the right panel, or drag and drop multiple files from your computer to the right panel
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Change the view between list view and icon view using the horizontal blue icon located on the top right
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Search for the documents using the search box.
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Delete a file or Share a file with a client/employee via the portal by clicking the related file more menu and selecting the appropriate option. You can also download the file, or move the file to different folders.
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Click on the uploaded file to preview the Files
Navigating to Folders
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If you elect to maintain folders for the purposes of categorising and grouping documents you can utilise the breadcrumb trail to move between the different folders within the document panel
Document Preview
The document module is supported by an in-built document viewer that allows you to easily view documents, without needing to download them.
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