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Set up patient folders

This guide explains how to set up patient folders. These are the default folders that will appear under a patients profile and are used to organise clinical files. Within the patient profile, additional folders can be made. Default and individual folders can be deleted from individual patients

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Step 1.

Head to Settings> Patients and click Patient folders.

Click Add new Default folder.

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Step 2.

This will open a pop-up box where you can create a Default patient folder.

Click Save and create once complete.

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Step 3.

Click on a folder to edit or delete a folder.

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