Help Center / LEYMAX RECORDS

Open a file (worker or patient)

An assistant of three steps. When you save, the system builds the regulatory checklist of that role by itself: you never create the folders by hand.

Where to find it

Top bar → "+ New file" (on every screen except the Dashboard)

  1. Press "+ New file" in the top bar.
  2. "How does this person arrive?": choose "New hire" to start their file, or "Existing record" to upload their folder. If your account has several agencies, "Existing record" first lets you find the person in your account or upload their folder. The destination remains the agency shown in "Created in".
  3. Choose the type: Nurse (RN/LPN), HHA worker, Patient or Office worker. Each one lists the papers it will carry.
  4. Fill the name, email and phone. For workers the email is required: it is the key to their portal. Choose employee (W-2) or contractor (1099) and the preferred language — every message will reach them only in that language, and their portal opens in it (Spanish if none is set).
  5. Review the checklist preview and press "Create file". "Go to file" opens it.
Tip

For accounts with several agencies, new registration also suggests people as you type their name or email. Confirm the right person: a name or email alone does not link files. Open an existing local file or confirm its restoration if archived; restoring does not renew expired credentials.

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