You can manually upload files and attach them to your client charts. You can add a file to a client's chart as a general attachment or assign it to a specific appointment.
Attach files to a client's chart
To add an attachment to a client's chart:
Select Clients from the sidebar navigation.
Select the desired client to open their chart.
Select the Forms & Files tab located underneath the client's name. Locate and select the Add File option on the "Files" card.
Select the Select a file to upload option in the pop-up.
Select the desired file(s) from your device and select 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."
(Optional) Provide the "Appointment" information to associate the uploaded file to an appointment. Leave the field 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
Use this feature to track notes, addenda, and files for a specific appointment. For more on amending notes, see this article. To add an attachment associated with a specific appointment:
Select Clients from the sidebar navigation.
Select the desired client to open their client chart.
Select the Forms & Files tab located underneath the client's name. Locate and select the Add File option on the "Files" card.
Select the Select a file to upload option in the pop-up.
Select the desired file(s) from your device and select 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 in the client's timeline under the associated appointment.
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.
Select the Forms & Files tab located underneath the client's name.
Locate the "Files" card and select the desired action from the three-dot menu. Please note that archived files are not deleted; instead, they are moved to an archive folder accessible only on the "Files" card.
