Storing Internal Documents

If your practice has internal documents you may store them in a central place that all your practitioners have access to. To upload a document, select the Forms & Documents left-navigation menu item.

Once on the Forms screen select the Documents tab on the top of the screen

To add a document, click the + Add button, and you will see our standard upload modal. Select or drag the documents you want to the modal and click Upload.

To remove a document from the document center, select Archive from the ... menu on the document card.