Filing Overview

The filing area is where incoming documents and lab results are reviewed, matched to patients, and actioned. It is the central inbox for everything that arrives at your practice.

How to Get There

Navigate to Filing from the main navigation.

Filtering by Status

Filing is filtered by status:

• Action Required -- items that still need review, matching, or action
• Filed -- items that have been actioned and filed to the patient record

Source Types

Filing handles two types of incoming items:

• Documents -- letters, reports, and other documents
• Lab Results -- pathology and investigation results

Filtering by Assignment

Use the assignment filter to focus on the items relevant to you:

• All -- every item
• Unassigned -- items not yet assigned to anyone
• Me & My Teams -- items assigned to you or your teams
• Others -- items assigned to other users

Actioning an Item

Open an item to review it, confirm or change the patient match, file it to the patient record, and mark it done. You can also create tasks or follow-up actions from a filed item.

Tip: Work the Action Required list daily to ensure incoming results are reviewed promptly. Timely review of abnormal results is a key patient safety activity.