You can store and share important business files, such as licenses, business agreements, professional wills, and continuing education certificates, in your Business files page.
In this guide, we’ll cover:
- Uploading a business file
- Downloading a business file
- Renaming a business file
- Deleting a business file
- Sharing a business file with team members
Note: In a group practice, only the Account Owner and practice manager can upload, rename, or delete business files, as well as view all business files in the account. Team members with a clinician, practice scheduler, practice biller, or supervisor role can view only the business files that have been shared with their role.
Uploading a business file
To upload a business file:
- Navigate to Settings > Practice > Business files
- Click Upload documents
- The max file size is 50 MB
- Select the file to upload from your computer
An uploaded file will appear with its file Name, Upload date, and which team member the file was Uploaded by.
Tip: You can search for an uploaded file by using the search bar at the top of the page.
When a symbol appears next to a business file’s name, this indicates that the file has been shared with other team members. You can hover over the symbol to view which roles have access to the file.
Downloading a business file
To download a business file:
- Navigate to Settings > Practice > Business files
- Click the 3 dots next to the document you’d like to download
- Select Download
If you’re a team member that isn’t the Account Owner or practice manager, you can download a business file by clicking the cloud button next to the file.
Renaming a business file
To rename a business file:
- Navigate to Settings > Practice > Business files
- Click the 3 dots next to the document you’d like to rename
- Select Rename
- Enter the new name of the file
- Press Enter on your keyboard
Deleting a business file
Important: Once a business file is deleted, it can’t be recovered. All team members will lose access to the file once it’s deleted.
To delete a business file:
- Navigate to Settings > Practice > Business files
- Click the 3 dots next to the file you’d like to delete
- Select Delete
- Click Delete to confirm
Sharing a business file with team members
If you’re an Account Owner or practice manager, you can share a business file with other team members based on their role. To do this:
- Navigate to Settings > Practice > Business files
- Click the 3 dots next to the file you’d like to share
- Select Share
- Depending on the role(s) you’d like to share the file with, check the box next to Clinicians, Supervisors, Billers, and/or Schedulers
- Click Save
Once a business file is shared with a certain role, all team members with that role will have access to the file on the Business files page. For example, if you selected Billers during the steps to share a file, all team members with the practice biller role will be able to access the file.
Note: To learn more about team member roles, see Clinician roles available for team members and Administrative roles available for team members.