Upload Files into a Patient/Client Profile

Files are available as an add-on. If you have this add-on enabled, you can follow the steps below to upload files.

  1. Click on a Patient's/Client's name
  2. Click the Uploads
  3. Click Upload
  4. You can drag and drop multiple files from your computer or select one at a time
  5. The upload will begin immediately, do not navigate away from the page while the upload is in progress
  6. If the file uploaded is large, it may take a few seconds to complete

Note: If you disable the File Uploads add-on after you have uploaded files, you will still have access to the previously uploaded files.

Merge Duplicate Patient/Client Profiles

Patient/Client User Accounts for Online Booking

Uploading Files to Patient/Client Profile

Preview Uploaded Files

Duplicating an Assessment

Files are available as an add-on. If you have this add-on enabled, you can follow the steps below to upload files.

  1. Click on a Patient's/Client's name
  2. Click the Uploads
  3. Click Upload
  4. You can drag and drop multiple files from your computer or select one at a time
  5. The upload will begin immediately, do not navigate away from the page while the upload is in progress
  6. If the file uploaded is large, it may take a few seconds to complete

Note: If you disable the File Uploads add-on after you have uploaded files, you will still have access to the previously uploaded files.

Files are available as an add-on. If you have this add-on enabled, you can follow the steps below to upload files.

  1. Click on a Patient's/Client's name
  2. Click the Uploads
  3. Click Upload
  4. You can drag and drop multiple files from your computer or select one at a time
  5. The upload will begin immediately, do not navigate away from the page while the upload is in progress
  6. If the file uploaded is large, it may take a few seconds to complete

Note: If you disable the File Uploads add-on after you have uploaded files, you will still have access to the previously uploaded files.

Merge Duplicate Patient/Client Profiles

Patient/Client User Accounts for Online Booking

Uploading Files to Patient/Client Profile

Preview Uploaded Files

Duplicating an Assessment

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming