How to View Attachments Shared By Client

Your clients (patients) can share files/attachments with you (provider) via the client portal. Your clients can attach files such as PDF, word.doc, pictures (png).  Examples of document attachments include driving license, MD orders, health insurance card, etc.

How to view attachments/files shared by your clients

Step 1: Login and click on Clients.

Step 2: Click on the icon of the eye or start typing the name of your client in the top Client Search bar. Select the name and this will open the chart.

Step 3: Next click on Documents < Attachments

Step 4: Here you can view all attachments. If your client shared an attachment with you the message will read shared with a client- yes.

Note: You can upload, print view, attachments by clicking on the icons that represent each option.

To save time, you can also take advantage of our data extraction feature so clients can upload their health insurance and driver's license via client portal and all date from card will be extracted and automatically saved under their chart. This feature has a fee and it is optional to use. To learn more about how to request health insurance from clients review this article.  To learn how to request a driver's license, review this article.