Files

managing files in eggmed the files section helps you organize, search, and manage all documents, images, and media in one secure place this ensures client related materials are accessible when you need them, while still maintaining full hipaa compliance accessing files from the sidebar menu, click files all uploaded files will appear in a centralized table view top bar tools at the top of the files page, you’ll find quick actions to help you filter and locate files search enter keywords to quickly find specific files type choose the file type you want to view (pdf, image, video, text document, spreadsheet, audio, presentation, or folders) date filter narrow results by upload date star view only files you have marked as favorites new button click to either upload a file from your device or create a new folder for better organization file table layout your files are displayed in a structured table with the following details name the title of the file related to shows the clients associated with the file (note related clients may not automatically have access) size file size in mb/kb upload date the date the file was added actions a three dot menu for file management file options (three dot menu) click the three dot button beside a file to open these options rename change the file name copy duplicate the file download save a copy to your device move to relocate the file into a different folder related clients assign or view client associations add to favorites star the file for quick access later delete remove the file (sent to trash) trash and restore deleted files are not gone permanently all removed items are sent to trash from trash, you can restore files or delete them permanently ✅ with these tools, eggmed ensures that managing clinical documents, assessments, and resources is both secure and effortless