Assign a file to an appointment

Access key information quicker! 
Practitioners can open important files from within the appointment screen
 
 
Step 1 - Open the relevant client's file

 

Step 2 - Select 'Files'

 

Step 3 - Select the File you have uploaded

 

Step 4 - Select the 'Assign To' button

 

Step 5 - Select the desired appointment and File Type, then click "OK"

 

 

The File will now be assigned to the appointment you selected

 

 

James Hogan -

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