Uploading a client document lets you store important files like assessments, referrals, reports, or consent forms directly in the client’s record. This keeps everything organized in one place so you can access the information you need quickly and provide smoother, more efficient care.
Here are the steps to upload a client document, photo, or video:
Navigate to the Clients page.
Select the client for whom you would like to upload a document.
Go to Documentation.
Click More actions in the upper-right corner.
Select Upload files from the dropdown.
Drag and drop or upload a file.
Click Save.
Note:
Size limit per file: 100MB with 150 files total.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.