Storage

Upload everything you need with unlimited storage to keep your team organised, practice operating efficiently and secure client record management.

Attachments

Secure files for your practice & clients

Organise your files and attachments for yourself, your team and your clients. Upload individual files, or organise into folders.

‘Personal’ files section for each user to upload their own files and attachments without risk of access by another user
‘Shared’ files can be accessed by everyone on your account and are great for policies and procedures, and any other important team or practice based information
Each client record has their own files for uploads and attachments

Functionality

Enjoy functional files, for whatever you may need to do.

Drag and drop or use the file explorer to upload into your designated folder
Download, preview, move, rename or attach an uploaded file to an email
Add an extra layer of security with our file ‘lock’ function, ensuring the file cannot be renamed, moved or deleted

Automation

Client files have extra functionality.

Online forms completed via Patient Plus or Snapform integrations automatically attach into a client’s file
Telehealth chat transcripts and attachments shared during the session auto-archive to a client’s file at the end of a session
Letters generated via the client record create a copy to the file when saved