Dear Provider,
We recently added a feature that allows you to attach files to a client record. While many have found it on their own, others have told us they wish we had sent out an email telling them about it.
At the bottom of the Client Setup screen, where you normally enter any special client notes, we've added two red buttons that enable you to upload and download files.
The purpose of this feature is to enable you to go fully paperless in your office by attaching scanned documents such as intake forms, disclosure statements, genograms, and other paper documents directly to a client record.
You can view or delete your attachments whenever you like by simply selecting the client and choosing the file you wish. You can also add your own description to each file to help you remember its contents.
We hope you like it.
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