Assign a file to an appointment

Access key information quicker! 
Practitioners can open important files from within the appointment screen
 
 
Step 1 - Open the relevant client's file

 

Step 2 - Select 'Files'

 

Step 3 - Select the File you have uploaded

 

Step 4 - Select the 'Assign To' button

 

Step 5 - Select the desired appointment and File Type, then click "OK"

Please Note: The appointment has to have been created to be able to assign a file to it

 

The File will now be assigned to the appointment you selected

 

Simply click on the relevant file type ("Report" in the above screenshot) to open the file!

 

 

Daniela Bozinoski -

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