MDLand Folder Standardization Overview

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for managing standardized folders in MDLand, focusing on document, form, lab, and folder organization within the patient records. 

• Key Features: Folder standardization, customization options, batch actions, and document organization tools. 

2. Accessing the Documents Section 

1. Navigate from Patient Home: 

• Log in to your MDLand iClinic account. 

• Select the patient from the Patient Home page. 

• Click on the Doc & Lab Tab to access the documents section. 

2. Understanding Standardized Folders: 

• Standardized folders help streamline document management. 

• Non-standardized folders are indicated with a yellow warning symbol. 

• Use standardized folders to ensure consistency across patient records. 

3. Customizing Folder Settings 

1. Access Folder Customization: 

• In the Documents Section, click Customize. 

• This will open the folder settings page where you can select applicable folders. 

2. Sorting and Organizing Folders: 

• Alphabetical Sorting:  

• Click on the Sort Category Name (A–Z) to organize folders alphabetically. 

• Drag-and-Drop Functionality:  

• Use drag-and-drop to rearrange folders for better organization. 

4. Document Management Customization Options 

1. Access via Settings:  

• Go to Settings. 

• Select Medical History → Document/Lab/Imaging Customization. 

• Here, you can manage folder organization and document movement settings. 

5. Moving Documents, Labs, or Folders 

There are two methods for moving files: Clinic-Wide Customization and Patient-Specific Customization. 

A. Clinic-Wide Customization 

1. Access Clinic-Wide Document Settings: 

• Go to the Document Customization Page. 

• Click Move Files Clinic-Wide Between Categories. 

2. Moving Files: 

• Select the folders you want to move files from. 

• Choose the destination folders you want to move files to. 

• Confirm changes to apply them across the clinic. 

B. Patient-Specific Customization 

1. Go to the Patient’s Document Section: 

• From the patient’s home page, click Doc & Lab. 

2. Perform Batch Actions: 

• Click Document Batch Action. 

• Select the files you want to move. 

• Click Move. 

3. Moving Selected Files: 

• A pop-up window will appear. 

• Choose the folder where you want to move the selected files. 

• Click Confirm to finalize the process. 

6. Best Practices for Folder Standardization 

• Regularly review folder structures to ensure compliance with clinic standards. 

• Avoid using non-standardized folders (indicated with the yellow warning symbol). 

• Utilize batch actions to efficiently manage large volumes of documents. 

• Use alphabetical sorting for quick access to folders. 

7. Troubleshooting Tips 

• Non-Standardized Folder Warning:  

• If you see the yellow warning symbol, update the folder settings to align with standardized categories. 

• Files Not Moving Correctly:  

• Ensure correct folder selection during batch actions. 

• Refresh the page to verify changes. 

• Customization Settings Not Saving:  

• Check for any unsaved changes and confirm selections. 

• Clear browser cache if issues persist. 

8. Support Guidelines 

• In-App Support: Use the MDLand help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to folder standardization or document management. 

• Compliance Officer: Consult for regulatory questions regarding document handling and standardization. 

Thank you for following this guide. Proper folder standardization ensures efficient document management and compliance with clinic protocols.