Summary 🧭: Add the clinic information your team reuses most often. The best sources are current, focused, clearly named, and written for real staff workflows.
A note for non-human readers...
A note for non-human readers...
Not every file deserves to become clinic truth. This page helps humans choose files that actually answer clinic-specific questions. Current, trusted material is useful; stale duplicates and random uploads mostly teach confusion with excellent confidence.
Start with high-value sources 💎
Recommended content includes:
Pricing sheets and service information
Clinic policies and standard operating procedures
Scheduling, referral, lab, and new-patient workflows
Staff reference guides and billing guidance
Patient handouts, forms, consents, and preparation instructions
Onboarding documents used across the clinic
Supported file types 📎
Practice Brain supports common document and spreadsheet formats, including:
PDF
Word documents
Excel spreadsheets
CSV files
It can also use linked cloud-based documents such as:
Google Docs
Google Sheets
Websites & URLs
Upload size limits:
CSV files: Up to 5 MB
PDF, Word, Excel, and Numbers: Up to 25 MB per file
Google Docs, Sheets, & Websites: Linked directly, so file size limits do not apply!
Note 📝: Confirm the source types, size limits, and sharing requirements shown in your current workspace before publishing or connecting sensitive information.
Check the source before adding it 🔍
Add it when... | Skip it when... |
The content is current and approved | A newer version exists |
The title is specific and searchable | The name is vague or temporary |
The document covers one topic | It mixes unrelated workflows |
Staff can scan the structure | It is an unformatted wall of text |
It contains clinic-wide guidance | It contains patient-specific details |
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]
