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File Transfer: overview
File Transfer: overview

Securely transfer files to and from your patients

Updated over 2 weeks ago

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

  1. During an appointment, click the My Apps button on your Control Bar

  2. Click File Transfer

  3. 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

  4. Click Send files

  5. 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

  1. During an appointment, click the My Apps button on your Control Bar

  2. Click File Transfer

  3. 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

  4. You’ll be prompted to download the files your patient shared

  5. 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

  1. Click the My Apps button on your Sidebar

  2. Click File Transfer

  3. 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

  4. 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

  1. Click the Apps button on your Sidebar

  2. Select File Transfer

  3. 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

  4. You’ll be prompted to download the files your patient shared

  5. 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.

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