Introduction to Document Management

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Brevity allows you to securely store documents against the primary record types, that include Clients, Service schedules, Employees, Plan management and Provider budgets, Service Providers, Branch and Organisation, Quotes, training, leave, incidents, goals, notes, client funding, plan reviews, staff warnings and appraisals, medication and related contacts. Document storage is also available for any custom record sets established within 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 into the document panel.