Document Folders

It would be really helpful to have the ability to create subfolders in Documents to organise them. Some of my patients have hundreds of documents. A lot are historical imports of appointments and invoices. It would be great to have folders so we can file the administrative bits from other important clinical information documents. Folders might include Administrative (appointments), Invoices, Patient Correspondence (incl emails), GP letters, Onward Referrals, booking forms etc. Being able to filter by year would also be handy!

Hi Paul

Thank you for the suggestion - we actually did something around this for the new employee profiles that I think looks quite cool (see below)

We could possibly look to do something similar within the client card if there is enough interest. We do have ‘Tags’, which simulates a document experience, but I have to agree, I think would feel more familiar if the documents could be put in directories.