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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