Uploading Documents
You can upload documents to share them securely with the practice. This is useful for sending referral letters, mental health treatment plans, court orders, and other supporting documents.
How to Upload
- Go to the Documents tab
- Click Upload Document
- Select the document type (referral letter, treatment plan, etc.)
- Choose the client the document relates to
- Select the file from your computer
- Click Upload
Supported Formats
- PDF documents
- Word documents (.doc, .docx)
- Images (.jpg, .png)
File Size Limit
The maximum file size is 10 MB per document.
Security
All documents are encrypted in transit and at rest. Only authorised practice staff can access documents you upload.