File Management

PracticeQ offers a file management system that allows you to view, upload, and manage files associated with a given client. 

Access the File Manager 

1. Click Lists → Clients.
2. Open the client profile and select the Files tab.
3. Files that have been uploaded by your clients via intake forms or in the client portal are accessible in the Files tab. 
4. Any files that your Practitioners or Assistants upload via intake forms or notes are also automatically added to this tab.
5. To upload a file, click the Upload Files button or simply drag and drop files from your computer to the Files tab.

The system will upload a maximum of 10 files at a time, regardless of how many you select.

Create Folders

1. To better organize your files, create folders that apply to all clients under the organization account.
2. To create a new folder, click the folder icon. 
3. Once a folder is created, you can move files into it using drag and drop, or by clicking on the file dropdown menu and choosing the Move to Folder option.

Use Nested Folders

1. Create nested folders for more advanced organization. 
2. Once inside an existing folder, click the New Folder button.
3. Add a unique, descriptive name to describe the contents of the folder.

Share Files

1. To share single or multiple files, click the check mark button.
2. Select the files you want to share.
3. Once the are files checked, click the Bulk Actions button.
4. Click Share to share them with clients or a 3rd party.

Map Form Attachments to Folders

To automate your file organization, PracticeQ allows you to map an attachment question to a specific folder. This can be used on intake forms or in your own treatment notes.

1. Click My Forms and open the form you wish to edit.
2. Click the + Add New Question button.
3. For the Question Type, select File Attachment.
4. In the Store files in folder: dropdown menu, select the folder to which you wish to map the file(s).

Disable the Files Tab

Disable the Files tab in your account if you do not wish to use it.

1. Click Lists → Clients.
2. Click Profile Settings.
3. Select the Others tab. 
4. Check the box labeled Hide Files Tab.

Set Permissions

• The account admin can use Roles to assign who in the organization has permission to see, upload and manage files.

Storage Limits

• Each PracticeQ account has a storage limit. 
• The limit for customers on the low volume plan is 1GB per practitioner. 
• The limit on customers on regular plans is 10GB per practitioner. 
• Additional storage can be purchased for $10 per month for each additional 10GB.

The maximum size per file is 25MB.