Keep all of your client's important documents in one place. With Consultation Documents, you can upload, manage, and access health records, intake forms, lab results, and more, directly from the client's profile on the Coach Web.
View/ Upload consultation documents
File requirements
Requirement | Details |
Supported types | .docx, .xls, .csv, .pdf |
Maximum file size | 25 MB per file |
Maximum files per client | 5 documents |
Option 1: Documents tab
Open any client profile.
Click the Documents tab > Consultation Documents.
View your uploaded documents or click + Upload to add a new document.
Option 2: Client Overview page
From the Client List, go to a client's Overview screen. Click on Upload Consultation Document to choose a file from your computer to upload.
After a successful upload from the Client Overview, a confirmation message appears. Click View to open the documents in the Consultation Documents tab.
Remove uploaded document
Click the trash icon next to the document.
Select Remove to confirm the deletion.