If you have SOAP Notes, Client Intake Forms, insurance claims, or other important documents that you need to upload to a client's record, you can do so in the SOAP Notes section of your account. PDF and JPEG formats supported only.
- Navigate to your Business tab.
- Select Clients.
- Locate the client in your Client List.
- Select SOAP Notes.
- Select New Note, Copy Previous, or click on an existing Note and select Edit.
- Select Upload File.
- Browse your computer or device for the document to select it. Repeat this step to upload multiple documents.
- Select the document name and a new window will appear with its contents. To remove the uploaded document, select the X above the file name.
- Scroll down to the bottom of the SOAP Note and select Save. Please note that you must choose a Provider Name in the Select Staff drop down in order to initiate the save.