Storing client documents

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With SimplePractice, you can store nearly any type of digital file or document: Word documents, PDFs, photos, video clips, sound recordings, spreadsheets, and more. The only requirement is that the file is 10MB or less.

You can store a maximum of 5GB worth of files with our Essential Plan and 20GB with the Professional Plan. 

You can attach files to the client's Overview page in the Stored section:

 

 

Or you can attach files to an individual Progress note:

 

 

After you upload a file, you can change it's name by clicking the Edit icon which looks like a pencil. 

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