Viewing and Editing Practice Documents

From the Practice Documents main page you can click into the folder and sub-folders to view any documents you wish, per your assigned user role and permissions. 

Role Permissions
Owner
  • View
  • Rename
  • Print
  • Download
  • Delete
Admin
  • View
  • Rename
  • Print
  • Download
  • Delete
Therapist
  • View
  • Print
  • Download

When you're in the Practice Documents section of Owl, you can click the vertical dot icon next to any folder or document that you see to view a menu of actions that can be performed. The options available are different for sub-folders and documents. 

Sub-folder actions are: 

  • Rename -- you can change the name of the folder
  • Delete -- you can delete this folder it entirely if it is no longer needed

Please Note: If you delete a folder, all of the items currently nested within that folder will be deleted as well. 

File actions for items that have been uploaded are: 

  • View -- this option only applies to image files and it will allow you to edit the image by rotating it to orient it correctly
  • Rename -- you can change the name of the file
  • Print -- opens the file in a new tab so it can be printed
  • Download -- will generate a download of the file directly to your device
  • Delete -- will remove the file from the listing and put it into the Trash section