Files

Overview

This guide explains Files in the Clients & records area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

From this page, you can upload/download, delete and organize your client files in folders.

To download a file right select the file and choose download.

To upload a new file, right select the empty space and then choose “Upload files”.

You can then drag your files directly inside the “Upload files” area or select the “Select files to upload” button to open the file browser of your computer.

To delete a file, right select the file and choose “Delete”.

To create a new folder right select the empty space and choose “New folder” then type in the folder name and select the Enter key.

You can organize your files by dragging them in the folders displayed in the left column or uploading them directly in the folders by first entering the folder by double clicking on it.

You have the possibility to upload files in from one log upload to import files from one place and download the another files and uh invoices contracts all that is business related, mind you these files are the only place where you can share documents. Internal between the members of important documents or something they you must print or different sections this files function is completely different from the one under the contacts inside contacts for which you have a file manager which and where you can upload files associated only with this contact. if at the top you have the files for your company, these are files related to only this contact different features you have access to.

Benefits for your clinic

• Save time: Keeps client information, notes and clinical history in one place, reducing time spent searching across paper files or disconnected tools.
• Win clients and leads: Complete, accurate profiles support better follow-up conversations and help turn first visits into ongoing relationships.
• Generate revenue: Better record-keeping supports treatment planning, rebooking and retail recommendations that increase lifetime client value.