360 Drive
360 Drive (/ehr360-drive) is the practice document library for shared files by location—collections sheets, face sheets, procedure notes, and similar office documents. It is not the patient chart Documents tab and not Billing remittance EOB/ERA. Select a practice in the header, filter the list, upload (up to 25 MB combined), then open, download, archive, or delete by permission.
Status
Type
Uploaded By
Time Frame
No documents found for the selected filters.
Upload Documents
Upload one or more files with a combined size up to 25 MB
Click to select files (0 B / 25 MB)
Document Type Options
Choose a document type when uploading files to 360 Drive.
360 Drive Screen
Open 360 Drive from the main menu. Layout: filter bar, search, Upload Documents, and a paginated table (50 per page). Needs module 360 Drive and View 360 Drive. Select a practice in the header first—without it you see Select a practice in the header to view documents. Without view permission: You do not have permission to view EHR360 Drive.
360 Drive vs Chart Documents vs Billing EOB
360 Drive = practice/location file library (no patient_id). Patient chart → Documents = clinical uploads, consents, referrals for one patient. Billing → Remittance Add EOB / ERA 835 = claim payment posting. A Drive type labeled EOB is only a file category for a practice upload—it does not post remittance or open Remittance Reports.
Filters and Search
Status: Unarchived (default) or Archived. Type: All or a document type. Uploaded By: All or a staff user. When Status is Archived, Processed By appears (who archived). Time Frame: Last 7 / 30 / 90 days (default 90) or Custom From–To—filters by upload time (created_at), not the document Date field. Clear filters resets to Unarchived + Last 90 days. Search (debounced): file name, type, or description.
Documents Table
Columns: Type, Name (optional description under name), Date (document date), Location, Uploaded By (+ upload datetime). On Archived: Processed By (+ processed datetime). Footer: N documents and Page X of Y. Click name to Open when you have Download permission (signed URL, ~60 minutes).
Open, Download, Archive, Delete
Open/Download: Download 360 Drive. Archive / Unarchive: Archive 360 Drive—archive sets Processed By/At and removes the row from Unarchived; unarchive clears processed fields. Delete: Delete 360 Drive—confirmation then removes DB row and blob. Legacy Manage 360 Drive counts as upload/download/archive/delete. Actions appear only when permitted.
Empty Documents List
No documents found for the selected filters—widen Time Frame (default hides uploads older than 90 days), switch Status (Archived vs Unarchived), clear Type/Uploaded By, or confirm practice/location header. After Archive while on Unarchived, the row disappears by design.
Upload Documents Form
Required: Location, Type, Date, and at least one file. Select files in the drop zone → Upload to save or Cancel to close. Same Location/Type/Date apply to every file in that batch. Description exists on the API but the standard upload UI does not collect it.
Location and Date
Location ties the file to a practice site (must be a location you can access). Date is the document date (MM/DD/YYYY)—must be today or a future date (past dates are rejected). Time Frame on the list filters by when the file was uploaded, not this Date.
Document Type Options
EOB, Daily Patient Collections, Super Bill, Face Sheet, Hospital Charges, Procedure Note, Other (default in the modal). Each type shows a colored code badge. Remember: Drive EOB ≠ Billing remittance EOB.
Supported File Types and Size
PDF, DOC, DOCX, JPG, PNG, GIF, XLS, XLSX, TXT. Combined size of all files in one upload must stay within 25 MB. Unsupported MIME or oversize fails validation before save. Files store under ehr360-drive/{clinic}/{location}/…
Practice and Location Scope
List is scoped to the header practice (clinic_id required). Header location multi-select narrows results; if none selected, all clinic locations available to you are included. Non–Super Admin users only see locations assigned to them. Access denied messages call out practice or location problems.
360 Drive Permissions
Module: 360 Drive. Operations: View 360 Drive, Upload 360 Drive, Download 360 Drive, Archive 360 Drive, Delete 360 Drive; legacy Manage 360 Drive grants the write actions. Super Admin bypasses. Without Download, names are not openable and Download is hidden.
Common Issues
(1) Select a practice…—header clinic missing. (2) Empty list—Last 90 days or wrong Status/Type. (3) Upload disabled—no locations or missing Upload permission. (4) Date rejected—past date not allowed. (5) 25 MB / bad file type—trim or convert. (6) Archived file “gone”—switch Status to Archived. (7) Confused with chart Documents or Billing EOB—different modules. (8) Cannot open file—need Download 360 Drive.