Add a Document to Client Record

This form allows you to add a document to a client record and can be accessed from various locations through myPractice.
In the Document / Phone calls tab
In Find Client dialog window
Click Add Document
In the Appointments or Clients toolbar
Click Attach Document
The Document - [Client Name] window will display
Add a Document to Client Record

Client Name

1. Client Name
Select the client to add the document to, if not already selected

File Selector

2. File Selector
Click the File selector to browse for a document located on your computer, USB stick or external harddrive.

Scan a Document

3. Scan a Document
To directly Scan and save a document into myPractice
Click on the Scan Button.
  • myPractice will use your existing scanning software to scan the document into myPractice.  If you do not have any scanning software installed myPractice will be unable to scan the document. 
  • Once the document has been scanned the file path to the document will be displayed within "File to be Saved".
  • Scanning directly into a Fully Hosted myPractice setup is not currently available. Documents need to be scanned and saved on the local computer and added as a Document in the usual way.
Scanning into myPractice requires that your scanner driver be a TWAIN compatible driver. WIA drivers are not compatible.

File to be saved

4. File to be saved
This displays the file path for the document that will be attached to the client record.

File Description

5. File Description
Give the file a description to help you identify the file more easily e.g. GP Referral July 2012

Save & Close button

6. Save & Close button
Click Save and Close to save the document to the client record. 
Once saved all documents can be viewed within Client Details > Documents/Phone Calls tab as above
Click to open the document
Click to view information about the document
Click to delete the document
Click to print the document

Cancel button

7. Cancel button
Click Cancel to quit adding a document to the client record.