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  1. Telehealth Tech Support
  2. Software Navigation
  3. Document Storage & Sharing

Document Storage & Sharing

  • How Can a Provider Remove Template Documents from a Patient Account?
  • Admin Document Storage and Sharing
  • Supported File Types for Document Uploads
  • Loading a Document as a Provider for eSign
  • Exporting Session Notes
  • Admin Uploading new forms for E-signature or Notes
  • Completing a Fillable Form as a Patient
  • Completing a Form as a Client
  • Loading a Template for Note Taking
  • Sending a Document for eSign
  • eSign & Custom Form Templates for Provider User Type
  • Sending a Document
  • Loading a Document to a Client File
  • Note-Taking/Treatment Notes
Telehealth Tech Support