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 send a file from the waiting room:

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

To send a file while on a call: 

  1. While on a call click "File Transfer" on the left panel 
  2. Then "Select files to share" 
  3. Select file from your device 
  4. Click "Open"
  5. Tell your patient to accept the transfer 

You can also receive a file from you patient. 

See how to use file transfer:

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

100mb maximum file

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

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