OnCall Health | Customer Support Portal

How can we help?


How to Accept Files in Patient Forms

Article author
Brianna Felts
  • Updated


If you've assigned your clients a form to complete, using the 'File Upload' question type can be a great way to collect documents, files, and/or images. The following steps will walk you through adding the File Upload block to your custom form configuration.ย 

Guide ๐Ÿ“–

Create Form ๐Ÿ“

Start by creating a new form within your account, or edit an existing form previously created to add file upload. Click here to learn how to create a form using Form Builder.

File Upload ๐Ÿ“‚

Once you've named your form and chosen the requirements and permissions, click on Insert Content

insert content.png

Select the File Upload question type.

๐Ÿ’กPlease Note: that you can currently receive the following file types: JPG, PNG, PDF. You will have the ability to add a question or description above the upload button.


File Download โฌ‡๏ธ

To download the file, click on the assigned form from the Appointment Summary card. You'll receive an email notification when the client completes the form.


Need A Hand? ๐Ÿ™‹๐Ÿฝ๐Ÿค”

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


Was this article helpful?



Please sign in to leave a comment.