Send a document

This is where you can email various documents to your patient. For example, you can send PDF documents like exercises, videos or other documents that your patient needs to read.


Here are some examples of documents that can be added to the Documentation Center:

  • Clinic cancellation policies
  • Items to bring to the first appointment
  • Directions to get to the clinic
  • Exercises to do at home
  • Instructions for following the treatment carried out
  • Description of the service offered

These documents must be uploaded in the Document Center section of the My Clinic tab before they can be sent from the patient file.

To find out how to upload a document to the Document Center, please click on this link: Document Center.



To send a document to your patient from his file, here are the instructions:

  1. Click on Clients on the left
  2. Open a patient file
  3. Click on Actions
  4. Click on Send a Document
  5. Select the document and click on Send
  6. Click on Send after modifying the text of the message (optional).

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