--- title: "⭐ Files: An Overview" description: Learn how Aeon's Files system (formerly Documents) lets you upload, organize, and manage patient files securely and collaborate with your team. --- [Skip to content](https://help.aeon.health/documents-an-overview#main-content) English Show submenu for translations [Contact us](https://help.aeon.health/kb-tickets/new?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=260&height=50&name=aeon-health-logo.png)](https://aeon.health) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.aeon.health/kb-tickets/new) - [Aeon's Status Page](https://status.aeon.health/) [Aeon's Status Page](https://status.aeon.health/) How can we help you? - There are no suggestions because the search field is empty. 1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en) 2. [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en) 3. [Files](https://help.aeon.health/aeon-features?hsLang=en#files) May 15, 2026 # ⭐ Files: An Overview ## Overview of the updated system for uploading, managing, and storing patient Files **In This Article** [Description](https://help.aeon.health/documents-an-overview#Desc) [Location](https://help.aeon.health/documents-an-overview#loc) [Use](https://help.aeon.health/documents-an-overview#use) 🔹[View a Patient's Files](https://help.aeon.health/documents-an-overview#viewpa) 🔹[Upload Files](https://help.aeon.health/documents-an-overview#upload) 🔹[Edit Files](https://help.aeon.health/documents-an-overview#edmed) [Permissions](https://help.aeon.health/documents-an-overview#permis)   --- ### Description Files, Aeon's Document Management System, is here to help clinics easily store, review, organize, and manage all sorts of patient and administrative files. It makes uploading, categorizing, and linking Tasks a breeze! Staff and practitioners can effortlessly upload Files like lab results, imaging, and consult notes into patient charts, review new items, and share important data with other providers. You can access it during Charting and administrative workflows, making your day a little smoother. Some common tasks you will perform using Files include: - Upload and categorize Files by type, observation date, and assignees - Review and acknowledge/dismiss Files - Attach Files to Tasks or Consults - Edit File details   **🎓 Training Tip:** Files are any type of document/attachment related to the patient that you receive or create and want to save to the patient's file.    --- ### Location You can find this feature right in the clinician's workflow during patient visits, accessed through the Patient Profile: ![files-1](https://help.aeon.health/hs-fs/hubfs/files-1.png?width=670&height=440&name=files-1.png)   **A.** **Files Index:**  list of all Files associated with this patient **B.** **Patient Sidebar:**  for quick access to recent Files during patient encounters Additionally, in areas where you can attach a File to another Aeon component, you will see this option.  For example, in Consults, you can attach Files.     --- ### Use Below, we will cover all the features of Files and how to use them.   --- ##### View a Patient's Files 1\. Open the **Patient Profile** 2\. Click on **Files** 3\. View a list of the Files linked to the Patient  To view a specific File: 4\. Click on the **title**  5\. View it on your screen   --- ##### Upload Files 1\. Open the **Patient Profile** 2\. Click on **Files** 3\. Click **Upload File** 4\. Complete the information.  If your File doesn't fall into a listed category, use "Other"  5. Click **Save**     ---   ##### Edit a File While you cannot make direct edits to a File, you can edit the File details. 1\. Open the **Patient Profile** 2\. Click on **Files** 3\. Click on the **title**  4\. On the right-hand side, you will find the File details (if you've minimized your screen, expand it) 5\. Click the **edit** icon 6\. Make your changes 7\. Click **Save** If you view the Timeline of the File, you will see the changes made   --- ### Permissions - **Practitioners:** Full access to upload, review, edit, acknowledge/dismiss, and share Files, mark as abnormal/normal, and assign additional practitioners. - **Staff:** Can upload, categorize, and assign files. Minimal editing of the File's name, observation date, and category. - [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content) - [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here) - [Training](https://help.aeon.health/training?hsLang=en#main-content) - [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training) - [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding) - [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content) - [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics) - [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies) - [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports) - [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general) - [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc) - [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc) - [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar) - [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting) - [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults) - [Files](https://help.aeon.health/aeon-features?hsLang=en#files) - [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories) - [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations) - [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox) - [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues) - [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements) - [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions) - [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile) - [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions) - [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources) - [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings) - [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings) - [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration) - [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks) - [Settings](https://help.aeon.health/settings?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=259&height=50&name=aeon-health-logo.png "aeon-health-logo")](https://aeon.health) [mailto:email@email.com](mailto:email@email.com) Copyright © 2024, Aeon Health