Files overview (across patients) Praxis Desk

The files overview shows all medical files across your customers in a single list.

Benötigte Lizenz

This section is only available if the Medical module is included in your license.

Where do I find the files overview?

Open Reports in the menu and select Files.

Requirements

• The Medical module in your license
• Permission for file journaling

If you work with cooperations, the overview shows files from every company where you have this permission.

Filters

• Company/client — for cooperations, choose which company you want to see
• Date range — defaults to the current month, with presets for past periods
• File type — narrows results to specific file formats
• Category — narrows results to a specific file category

Data table

The table shows these columns:

• Customer/Patient — links directly to the customer record
• Category
• File name
• Type — the file's MIME type
• Size
• Created on
• Note

The default sort order is by date descending, with 10 entries per page.

Row actions

Which actions you see depends on your permissions for that company:

• Open/download file — with read permission
• Edit
• Delete
• Create DAME outbox item — if the DAME module is active
• Transfer customer
• Create task

Multiple files at once

Select several rows and delete them together. You confirm the action before it runs.

Export

Export the table as a file. The file name is Files.

Permissions

Viewing the overview requires the file journaling permission. Row actions additionally require read, edit, or delete permission in the respective company.

Uploading individual files happens directly in the customer record.