Simplifying document management
from start to finish.
Import documents automatically from you email, or with simple drag-and-drop interface.
Let BrightDocs do the tedious work of naming, categorization, saving, preventing duplicates
Fast, powerful searches to keep information at your fingertips
Time Saving Automation
Find what you need far faster. Far faster than the document manager in your practice management softwareFast Searches
Find what you need far faster than the document manager in your practice management software.Full Text Search
Search within the text of your documents, not the just the name - Your team can find what they need faster than ever with searches like
"Everything with $323.34 from last month"
"All referrals for Duane Johston"
"code 23211 for tooth 12 in January"Easy to Learn, Easy to Use.
Less than 1 hour of training. Your entire team will appreciate it from day one.PIPEDA & HIPAA Compliant
Secure and compliant.Cloud storage
Secure cloud storage to keeps your systems clean. Download to your local drive at any time.Flexible File Support
Word, PDF, images, text - BrightDocs reads it all.Seamless Email & Document Integration
Automatic email attachment imports.Automated File Naming & Organization
AI extracted key words allow lightning-fast searches and exceptional organizationDuplicate Prevention
Not sure if something is already in the system? Don't worry, BrightDocs will prevent duplication.Seamless Software Transitions
Considering a switch in your practice management software? Bright Docs works along side any practice management system, ensuring that upgrading or changing platforms is hassle-free.More Secure than your Document Manager
With an Audit Trail to track deletions and additions, User Permissions to prevent unwanted access to sensitive documents, and encryption during transmission and storage, BrightDocs is more secure than the built-in document manager.Automatic Archiving
Old documents can be held in archive storage for as long as needed.
Key Features:
Documentation Facts
United States:
Retention requirements for dental and medical records vary by state. Most states require records to be kept between 5 and 10 years after the patient’s last visit, with Michigan and Georgia among the longest at 10 years. For minors, retention typically extends until age 18 (or 21 in some states) plus the standard retention period.
Financial and billing documents are generally required to be retained for at least 7 years under IRS and audit guidelines.
Canada:
Retention duration of medical records varies by by province. BC is the highest at 16 years.
Financial documents (such as statements) must be kept for 6 years from the end of the tax year to which the records relate