Ensure you have already added the client to your Rehab Guru account and that the treatment notes and patient forms addon is on to your subscription.
Rehab Guru allows you to add files to client profiles, making managing and organising relevant documents easy. Follow these steps to upload files directly to a client’s account.
Adding Files via the Files Section
Navigate to the Clients page and select the client to whom you want to add files by clicking the blue View button next to their name.
In the client’s profile, select Files from the left-hand menu. On a smaller screen, these options show as tabs across the top of the profile instead.
Click the blue Upload a file button at the top right.
Clicking the Upload a file button to add files to the client profile
Select the file from your device. Its name appears in the Enter Filename box, where you can change it if you like. Then click Upload.
Once uploaded, the file is listed under Client files. Click the eye icon to view it or the bin icon to delete it. Files attached to treatment notes are listed under Note files.
Please note - allowed file types are as follows: jpeg, jpg, gif, png, pdf, doc, docx, xls, xlsx, csv.
If your file is not in the correct format, you may need to convert the file to one of the suitable types. There are plenty free online tools which can do this for you.