Document Management Overview

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iCareManager offers a document feature which allows you to:

  • Create a folder structure for different entities
  • Assign permissions to folders
  • Create a custom list of document types
  • Assign permissions to document types
  • Link document folders throughout the system
  • Report on managed individual documents
  • Alerts on document expiration dates

Click here to watch a training video


How to create document management folder setup?

How to manage document types?

How to move documents?

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