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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