You can manually upload files and attach them to your client charts. Uploading attachments will enable you to keep all your crucial client information in one place and further enhance your ability to provide the best care. You can add a file to a client's chart as a general attachment or assign a file to a specific appointment.
Attach files to a client's chart
To add an attachment to a client chart:
Select Clients from the sidebar navigation.
Select the desired client to open their client chart.
Locate and select the Add File option on the "Files" card under the client's information card, which includes their name, contact information, etc.
Click the Select a file to upload option in the pop-up.
Select the desired file(s) from your device and click Open. The file(s) will now appear in the pop-up. From here, you can remove any accidental additions or rename any files you've included.
(Optional) Provide the desired "File type" and "Appointment" information to associate and organize the uploaded information more specifically. Leave the field(s) blank to tie the attachment to the client's chart more generally.
Finally, select the Upload button to confirm the attachments. The files will now appear in the "Files" card.
Attach files to an appointment
This functionality allows tracking important notes, addendums, and files relevant to an individual appointment. For more information on amending notes, please refer to this resource. To add an attachment associated with a specific appointment:
Select Clients from the sidebar navigation.
Select the desired client to open their client chart.
Locate and select the Add File option on the "Files" card under the client's information card, which includes their name, contact information, etc.
Click the Select a file to upload option in the pop-up.
Select the desired file(s) from your device and click Open. The file(s) will now appear in the pop-up. From here, you can remove any accidental additions or rename any files you've included.
Provide the desired "File type" and "Appointment" information to associate and organize the uploaded information more specifically.
Finally, select the Upload button to confirm the attachments. The file will now appear under the associated appointment in the client's timeline.
Download, Rename, or Archive an attachment
To archive, download, or rename an existing attachment:
Select Clients from the sidebar navigation.
Select the desired client to open their client chart.
Locate the "Files" card and select the Ellipsis (three dots) icon next to the file you want to download, rename, or archive.
Select the desired action from the dropdown menu. Please note that archived files are not deleted. They are moved to an archive folder accessible only on the Files card once a file is added.
