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How to Share Files/ Attachments without an appointment

Article author
Ly Do

If you are looking to share a file with your client without having to create an appointment on the platform, please refer to the following instructions:

1. Log into your account 

2. Navigate to the Roster tab.

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3. Look for the client's contact on the left in the Search Contacts search box.

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4. Choose the desired contact, navigate to Files & Forms tab. 

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5. Click on Add new File button in the Files section. Choose the file that you would like to share in your desktop. 

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6. If you only want to upload the file without sharing with the client, leave the file as it is.

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7. If you want to share it with your client, click on mceclip5.png button so it will be visible by your client. 

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8. If the file looks as above, it means that the client will be able to see the file once they access their Documents tab now. 

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Please note: Once you share the file, your client will receive a notification email regarding the file sharing. They will need to log into their account in order access their file for privacy and security purposes. 

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If you have any further questions, please contact Technical Support at support@oncallhealth.ca or 1 888 687 9288 ext 1. 

 

 

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