Organizing documents into folders
Healthie Documents can be used as a way to collect, store, and distribute documents (e.g., resources, handouts, recipes, and onboarding materials) and share them within an organization and with clients.
You can easily create folders to organize documents within your business. These folders can be shared internally within your organization across providers, and/or externally with your clients.
Note: You are able to create duplicate folders with the same name, so you may want to consider generating unique names for each folder created to avoid confusion.
When lab results are added a new "Care Plan" folder will be automatically generated to house those documents. If there is already a "Care Plan" folder in the documents section the old one will be deprecated and the new one will replace it.
Create a folder
To create a Folder in your documents library:
- Click the New Folder button at the top right.
- Give your folder a name
- You can then move documents into particular folders.
Organize your folders
As with any resource library, you can save time and administrative work by keeping your resources strategically organized. Here are some tips for utilizing folders within Healthie Documents:
- Give your resources and folders relevant names. This will allow you (and your clients) to quickly identify your resources.
- Move all resources into a folder. Avoid having single documents in your library. Instead, keep them organized within folders.
- Utilize sub-folders. You can create a folder within a folder. For example, if you have a folder for "Recipes" you can create a folder within this folder for "Dinner Recipes." Continue creating sub-folders as needed.
Sharing folders
You can easily share a folder with a client(s), other members within your organization, and even have certain resources automatically share with client(s).
To share a folder:
- Click the [...] next to the folder or resource you would like to share
- In the sharing aside panel, select the client(s), client group(s), or organization member(s) from the Share with drop-down. You can quickly use the search bar to locate specific clients, groups, or organization members.
- Click the Save changes button
There are three automatic sharing features available:
- Share with all active clients (Bulk action): this is a one-time share to any currently active clients (archived clients will not receive). Check the box next to "Share with all active clients".
- Share with new clients when they join: every new client moving forward that is added to Healthie will automatically have access to this folder of resources through their Healthie Client Portal. Check "Share with new clients when they join".
- Share with all organization members: make your folder available to all organization members. Check "Share with all organization members".
Note: The "Generated Reports" folder contains PHI and should not be shared with clients. Bulk sharing with clients is disabled for this folder.
For folders specific to a single client's private documents, you can click the Stop sharing button to quickly revoke their access.
Learn how to unshare a document with a client here.
