Practice Documents

A central document library — with AI answers when you need them

Store policies, SOPs, accreditation evidence and clinical governance documents in one searchable library. On Practice Plus, ask questions in plain English and get cited answers from your own files — then link documents to tasks, incidents and incentive activities.

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Document library

Upload and categorise practice-level documents — policies, SOPs, accreditation files and clinical governance records.

Ask documents (AI)

Managers select policies or SOPs and ask natural-language questions. Answers stream in with citations to source excerpts — verify against the official document before acting.

Link to workflows

Attach library documents to tasks, incidents and PIP/WIP activities so evidence stays connected to the work it supports.

Policy register

Track which policies are on file and cross-reference staff acknowledgement requirements — visibility for accreditation prep.

AI document Q&A

Find answers in your policies — without reading every PDF

Select a category or specific documents, prepare them once for search, then chat with cited responses. Session history lets managers resume earlier questions. Built for practice-wide policies — not patient records.

Cited excerpts with links to source documents
Scope by category or individual files
Streaming answers with session history
Private Australian cloud storage — organisation-scoped access

Frequently asked questions

Which plans include AI document Q&A?: AI document Q&A is available on Practice Plus and Multi-location plans for owners and managers. It is not included on Starter or Practice plans.
Can I use AI for patient or clinical record questions?: No. AI document Q&A is for practice-level policies and SOPs only. Do not enter patient-identifiable information. AI suggestions are a starting point — always verify against the official source document.
What file types can the AI search?: PDF and DOCX files with extractable text. Scanned PDFs without a text layer need a text-based copy uploaded before they can be prepared for questions.

Starter templates help you organise staff compliance and operational tasks. They do not replace your organisation's legal, employment, clinical, accreditation or regulatory obligations. Your organisation is responsible for checking and maintaining its own requirements.

Ready to organise — and query — your practice documents?

Keep policies and SOPs in one place. Upgrade to Practice Plus for cited AI answers from your library.

Central document library
AI Q&A on Practice Plus
Links to tasks & incidents

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A central document library — with AI answers when you need them

Frequently asked questions

Which plans include AI document Q&A?

AI document Q&A is available on Practice Plus and Multi-location plans for owners and managers. It is not included on Starter or Practice plans.

Can I use AI for patient or clinical record questions?

No. AI document Q&A is for practice-level policies and SOPs only. Do not enter patient-identifiable information. AI suggestions are a starting point — always verify against the official source document.

What file types can the AI search?

PDF and DOCX files with extractable text. Scanned PDFs without a text layer need a text-based copy uploaded before they can be prepared for questions.