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How do I upload a document to my client’s file? - Knowledgebase / Managing Clients - Therapy Live Help Desk

How do I upload a document to my client’s file?

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  1. Select the “My Practice” tab and select “Clients” from the dropdown list.


  2. Click on your client’s name.


  3. Select “Upload Private File” under the section “Private Files” to add the title of the file description and the file type from the dropdown menu.


  4. Select the “Browse” button from the bottom left corner to choose the document you would like to upload. 

  5. Click on the “Upload File” button at the bottom of the page.

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