The File Transfer feature offers two-way file sharing between you and your patient.
Available on paid plans during 1:1 appointments ⭐️ Desktop and mobile friendly
How to use File Transfer in an appointment:
Send files to your patient
During an appointment, click the My Apps button on your Control Bar
Click File Transfer
Click Select files to share
Upload a maximum of 5 files by dragging and dropping them into the uploader or select files to share from your device
Click Send files
Your patient can access these files from their device’s downloads folder
My Apps - Click "File Transfer" to open the feature
Click "Send files" to share with your patient
Request files from your patient
During an appointment, click the My Apps button on your Control Bar
Click File Transfer
Click Request patient to share files
Your patient can upload a maximum of 5 files by dragging and dropping them into the uploader or by selecting files to share from their device
You’ll be prompted to download the files your patient shared
Access downloaded files by going to your device’s downloads folder
Ask your patient to share files with you by clicking "Request patient to share files"
Download the files your patient shared
How to use File Transfer from the Waiting Room:
Send files to your patient
Click the My Apps button on your Sidebar
Click File Transfer
Send files by selecting them from your device or by adding files using drag and drop
Upload a maximum of 5 files by dragging and dropping them into the uploader or select files to share from your device
Your patient can access these files from their device’s downloads folder
Apps - Click "File Transfer" to open the feature in the Waiting Room
Request files from your patient
Click the Apps button on your Sidebar
Select File Transfer
Click the Request files from a patient button
Your patient can upload a maximum of 5 files by dragging and dropping them into the uploader or by selecting files to share from their device
You’ll be prompted to download the files your patient shared
Access downloaded files by going to your device’s downloads folder
Ask your patient to share files with you by clicking "Request files from a patient"
Securely share the following file types:*
pdf
jpeg, jpg
doc, docx
png
ppt, pptx
xlsx
File transfer is available on Pro and Clinic plans.
*Transfer a maximum of 5 files, up to 100MB total
If you have any questions, please contact our support team.