Documents within a client's chart notes

The Healthie platform enables you to store private documents, specific to an individual client, within a client's record.

This is a separate feature from Healthie's "main" Document's platform. 

Uploading a file to a Client's Private Document

Client > Client Profile > Charting > Upload private document > Select File > Upload

You will then have the option of sharing that document with the client. 

Clients are also able to upload documents to share with you (that won't be shared with anyone else). 


When you view the document within the client's file, you will have the option to "Fax" that document as well. Simply press "Send Fax" to do so.