Storing Internal Files
Store shared practice documents, such as policy manuals, fee schedules, and client data export files for account imports, in one central location for your team.
💡 Transitioning to Sessions Health from a different EHR? Check out our step-by-step guide on Importing Your Data into Sessions Health From a Different EHR before uploading your practice's exported ZIP file.
In this article:
Uploading Internal Files
Add documents to share files across your team.
- Go to Forms & Documents and select the Internal Files tab.
- Select Add.
- Drag your files into the popup, or select browse files to pick them from your device.
- (Optional) Select + Add more files to include extra documents, or select the trash icon to remove any item.
- Select Upload [#] Files.
- Select Done when the upload finishes.
🗂️ Files can be up to 100 MB each (or 1.5 GB for ZIP files). Supported types include PDFs, Word documents, spreadsheets, images, audio, video, and text files.
Managing Internal Files
Keep your files organized by opening, renaming, or archiving documents whenever needed.
👤 All practice members can view and download internal files, but only Administrators can edit titles or archive files.
Opening and Downloading Files
Select any file name to preview or download files directly to your device.
Editing a File Title
- Select the three-dot menu next to the file.
- Select Edit.
- Update the file title.
- Select Save.
Archiving a File
- Select the three-dot menu next to the file.
- Select Archive.
- Select Archive again to confirm.
Frequently Asked Questions
Is this where I upload data from my previous EHR?
Yes. If you are importing historical records into Sessions Health, upload your practice's client data ZIP file (up to 1.5 GB) here for processing.
Who can access internal files?
All active members in your practice can add to and view files stored in this tab. Only administrators can manage titles and archive files.
Are internal files visible to clients?
No. Internal files are strictly reserved for practice use and are never visible or accessible to clients in the Client Portal.
Does closing the upload popup cancel my uploads?
No. Selecting Minimize & Keep Working or closing the popup with the X icon allows uploads to finish in the background.
Related Resources
Explore related Help Center guides to learn more about document management and client portal sharing workflows.