Using File Attachments

Support for file attachments is a powerful tool that allows clients or practitioners to upload files to intake questionnaires and treatment notes. Let's look at the different ways this can be accomplished.

1. Adding a File Attachment to an Intake Questionnaire

This allows you clients to upload files when filling out your intake forms. Each file attachment is limited to 15mb per file. In order to set this up follow the steps below:

  • Create a new intake questionnaire or open an existing one.
  • Click "Add New Question".
  • Select the question type as "File Attachment".
  • Add a description to the question (i.e. Please Enter Your Blood Work).
  • Check the following options as needed:
    1. Is Required: This will make it required that a client signs this signature box before they can submit the form.
    2. Allow multiple files: This allows you to add multiple files in the same question type.
    3. Display text box at the end for further explanation: This adds a single line at the bottom of the question that allows the client to make a note after uploading the file.

2. Allowing the Office Staff to Upload a File to a Client Intake Form

The next way to set up a file attachment is to add it to an intake questionnaire but mark the question as "For Office Use Only". This will allow you to attach files to the form after the client has submitted it. Use this in any circumstances where you would like to keep the file attachment in the same form as the client's intake questionnaire. To set this up, follow the steps detailed above, and follow the final step as mentioned below:

  • Click the "Question Options" button and check the box "For Office Use Only" as shown below:

3. Adding File Attachments to a Treatment Note Template

The third way to use the file attachment question type is to add it to a treatment note. This can be added to the client's timeline at any point, and isn't dependent on having a submitted intake form. In order to add a file attachment to a treatment note template, follow the instructions below:

  • Create a new note template or open an existing one
  • Click "Add New Question".
  • Select the question type as "File Attachment".
  • Add a description to the question (i.e. Blood Work).
  • Check the following options as needed:
    • Allow multiple files: This allows you to add multiple files in the same question type.
    • Display text box at the end for further explanation: This adds a single line at the bottom of the question that allows the client to make a note after uploading the file.

Now you can use this note template in the client timeline to upload files to a client record.

4. Adding File Attachments to an Existing Treatment Note

For scenarios where you already have an existing note that doesn't have a file attachment question, there is the option to create a file attachment question dynamically: Adding Attachments and Signatures to Existing Notes

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