Upload Files into a Patient/Client Profile

File uploads are available as an add-on.  If you have this add-on enabled, you can follow the steps below to upload files.

  1. Click on a Patient's/Client's name.
  2. Click the More tab.
  3. Click the Uploads tab.
  4. Click Upload.
  5. You can drag-and-drop multiple files from your computer, or select one at a time.
  6. The upload will begin immediately.  Do not navigate away from the page while the upload is in progress.
  7. If the file uploaded is large, it may take a few seconds to complete saving after the upload is complete.

Note: If you disable the File Uploads add-on after you have uploaded files, you will still have access to the previously uploaded files.  


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  • 2
    Lance Brown

    The inability to view uploads without downloading is a total drag.  I hope this gets remedied in the near future.

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