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Find setup instructions, everyday steps and troubleshooting guidance.
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75 articles
Getting started
From a blank account to a registry in order: register your clinic, open the first files and read them.
Read instructions →4 articlesThe Dashboard
What each card shows, what the compliance verdict means and where every number takes you.
Read instructions →5 articlesFiles: the list
Find anyone, read their state at a glance, edit their details, and archive the files you no longer use.
Read instructions →6 articlesInside the file
Rows and folders, what to do with a paper your agency does not use, your own rows, what the law asks for, legal hold and the history.
Read instructions →6 articlesUploading papers
One paper to its row, a whole scanned folder, the bulk import of a new client, the camera scanner and the bridge to your phone.
Read instructions →7 articlesFilling & signing sheets
Office-filled sheets, worker-signed forms, and the countersign flow.
Read instructions →3 articlesNurse and patient
Who cares for each patient, the packet of sheets the nurse fills from her portal, and renewals.
Read instructions →4 articlesThe worker portal
Links that reach each worker by email or SMS — she signs and uploads from her phone. The patient never receives one.
Read instructions →6 articlesYour forms
Every sheet comes ready to use. When yours says something different, you adapt it or you bring your own.
Read instructions →5 articlesExport and AHCA
When the inspector comes: deliveries by purpose, manual selection, the approval an administrator gives, the delivery log and the AHCA citation.
Read instructions →7 articlesTeam and access
The three roles, giving and removing access, which agencies each person sees, the official signatures and how to ask Leymax for help.
Read instructions →7 articlesMy account and membership
Your profile and password, the clinics of your plan, the subscription and the money-back guarantee.
Read instructions →5 articlesDay-to-day in the office
The bell, the file board, quick notes, search, and fixing a scanned sheet.
Read instructions →6 articlesThe app on your computer
Install Records like a program, reload it and keep it up to date, choose your language and the size of the screen, and consult the regulatory library.
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