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 Protected Health Information (PHI). 

To send a file from the waiting room:

  1. Click the three dots menu () in the patient queue.

  2. Select More.

  3. Select Send file.

  4. Select a 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 click Select files to share.

  3. Select a file from your device.

  4. Click Open.

  5. Tell your patient to accept the transfer.

You can also receive a file from your patient. 

To receive a file transfer during a group call:

File Transfer is not available in the sidebar while on a group call. To send a file to a patient during a group call, send the file from the waiting room as described in the first method above.

NOTE: File transfer is only available to Professional or Clinic users. In addition, file size and types are limited.

If you have any questions, please contact our support team.

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