Overview

Downloading forms and files from your account is quick and easy. Just follow these simple steps to get what you need for your clients or appointments. If you're not sure how to assign a form to a client, check out our guide on how to send interactive forms and assessments. 

Quick Links ⚡️

Downloading Files 📂

Downloading Forms 📝

Guide 📖

Downloading Files 📂

If you would like to download a file that you have shared with your client(s), follow the instructions below. We recommend using a computer device to download the attachments. 

🖥️ Open your computer and go to your dashboard.

📅 Find the appointment associated with the file you want to download.

The number in brackets beside Files indicates how many have been uploaded. Once you click on the drop down you can select the file you would like to download.  If you have more files to download, repeat the previous step.

The file(s) will be downloaded onto your device for your viewing. 

If you are using your mobile device to download the attachment, please refer to the guide here.

Downloading Forms 📝

You can access client-submitted forms in three ways:

Option 1: "Patient has submitted a response form" email

📧 When a client completes a form, you'll receive an email notification.

👁️ Click "View Form" in the email to log in to the platform.

📤 Scroll down to the form, where you can 'Export' (Excel) or 'Print' (PDF).

Click "Save" to name and save the file on your device.

📚 Your forms will now be in your saved folder as PDFs.

Option 2: Appointments

🖥️ Log in to your account.

📅 Find the appointment with the form you need and click the "Forms" button. Once you click on the drop down you can select the forms you would like to download.  If you have more forms to download, repeat the previous step.

📤 Scroll down to the form, where you can 'Export' (Excel) or 'Print' (PDF).

Click "Save" to name and save the file on your device.

📚 Your forms will be in your saved folder as PDFs.

Option 3: "Forms & Files" Tab in Roster

🖥️ Log in and go to the Roster tab.

👤 Find your client in the left navigation.

📄 Click on the "Forms" or "Files" tab in their profile.

📤 Find the form, and click "Print."

Click "Save" to name and save the file on your device.

📚 Your forms will be in your saved folder as PDFs.

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!