File transfer is a HIPAA compliant way to send files between you and your patient. This is a better alternative to emails as the data you send might contain PHI. 

To receive a file from the waiting room:

  1. Click the three dots in the patient queue 
  2. Then select "More" 
  3. Select Request file 
  4. Patient will select the file to share 

To receive a file from while on a call:

  1. Click "File Transfer" on the left panel 
  2. Then "Request file from patient" 
  3. Patient clicks "Select file to share" 
  4. Patient chooses file from their computer
  5. Patient clicks "Open" 
  6. Press "Download" to save 
  7. The file will show up in your default downloads folder

You can also send a file to your patient. 

How to use file transfer: 

Note: File transfer is only available to Professional or Clinic users.

If you have trouble using file transfer, contact our support team

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