Admin Document Storage and Sharing

This applies to Managers, Organization Admin, and Clinical Admin. Here you will learn how to securely store commonly used documents in your account so that you can easily send them to patients or providers as needed.

To upload a document:

1. Go to My Documents
2. Click Upload Document
3. Select the file from your computer
4. Click Upload

To send the document to a user:

1. Hover over the Actions menu to the right of the document name signified by three vertically stacked dots
2. Click Send
3. Select the recipient from the dropdown
4. Type a message and click Send