Upload Clinical Documents to Client Case

You can upload any file type up to 50mb. Documents uploaded under Clinical Documents are only visible to the Staff who are assigned to the Case or Administrators. This is different from the General Documents section of a Client's Profile. Those files are visible to everyone. 

When uploading documents, you can choose from a wide variety of file types. Below is a list of all the supported formats, organized by category:

• Document files (.pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .csv, .rtf, .json, .xml)
• Image files (.jpg, .jpeg, .png, .gif, .bmp, .tiff)
• Audio files (.mp3, .wav)
• Video files (.mp4, .mov, .avi, .mkv)
• Other supported formats (.zip)
   

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Upload Client Clinical Documents

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
   • If a Case has not been created for this Client a new one will be created. 
   • If there are multiple Cases you are assigned to, you will need to select appropriate Case.
3. Click Clinical Documents tab.
4. You can drag and drop files or click the floppy disc icon to upload manually.

   NOTE: You must use the Upload Files button for .html files. Do not drag and drop. 

Share Client Clinical Documents 

1. Locate Client and open Client Profile.
2. Click Notes. 
3. Click Clinical Documents tab.
   
   
    
4. Scroll down and click Share New Form(s).

   NOTE: The client must be active in the Client Portal to share forms.

   
5. Review/Edit Message and add appropriate Intake Forms.
6. Click Preview Message.
   
    
7. Click Share Intake Forms.
8. Your message will be emailed to the Client to alert them to fill out the Forms.