Who is this article for?
This article is for therapists and others who wants to add a file to a client.
Add a file to a client
Navigate to the client
Click the Files tab.
Click New file
Select the file or drag from your file explorer into the field
Click Upload file
Add an image to a journal note
Go to your client list
Navigate to the client
Click the Image icon
Select and upload a file from disk
If you're using a phone, you may also choose to upload an image directly from the Camera. This is preferable with regards to privacy, as files won't be stored on your device.
Send a file to client via chat
This feature requires you to have Secure messaging enabled.
Go to Messages
Find the client
Click the file icon next to the chat input
Select or drag and drop the file you wish to send to the client.
The client will receive a notification about a new file, and has to authenticate in order to view the file.
