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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