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Managing files on iPhone/iPad

Nadya
Updated

You can add and keep track of client files in the SimplePractice for Clinicians mobile app. Below, we'll cover:

Note: To view our main guide on the mobile app for iOS, see Getting started with the mobile app for iPhone/iPad. 

Viewing a client's files on iPhone/iPad

When you navigate to the client's Overview page, tap Files to view files associated with the client.

Overview screen on mobile with blue arrow pointing to Files option

Files are organized in the following types and statuses:

  • All
  • Pending
  • Completed
  • Locked
  • Uploaded by client
  • Uploaded by practice

Files screen listing categories for all, pending, completed, locked, client uploads, and practice uploads.

After tapping a type or status, you’ll see a list of its associated files. Based on your clinician and/or administrative role(s), you can also remove a viewable file by swiping left on the file and selecting Delete.

Files list showing the swipe left action with the Delete option

Sending a reminder for clients to complete pending documents on iPhone/iPad

When you're viewing a client's Pending files, you can manually send the client a reminder for all pending documents. To do this, tap Send Reminder.

Pending files screen showing the Send Reminder button

On the next screen, you'll be able to view all the client's pending documents. After your review, tap Send.

Send reminder screen showing a list of pending documents and the Send button

Note: This screen also indicates whether a client has automated reminders for incomplete documents. This can be enabled or disabled on the web app. For more information, see Tracking the status of shared intakes.

Sharing and uploading files on iPhone/iPad

You can also share files with the client, or upload files to their page.

To share files:

  1. Navigate to Files from your client's Overview
  2. Tap the three dots at the top right of the screen

Client Files screen showing the three dots menu at the top right

  1. Select Share new
  2. Toggle the documents you'd like to share with the client

Share new screen showing document toggles for selecting files to share

  1. Tap Next
  2. Edit your email, if needed
  3. Select Send

Email review screen for sharing files showing the Send button

To upload files to the client's page:

  1. Tap the three dots at the top right of the screen
  2. Select Upload

Three dots menu showing the Upload option on the Files screen

  1. Choose one of the following options:
    • Scan document
    • Take a photo
    • Choose from library
    • Import file from...

For more information about client files, see Managing the client's Files tab.

Adding files to an appointment on iPhone/iPad 

To upload files to an appointment in the app:

  1. Tap the appointment in the Calendar
  2. Select Add + next to Appointment files

Appointment details screen showing Add + next to Appointment files

  1. Choose Take a photo, Choose from library, or Import file from…

Uploaded appointment files can be found in the client’s Files.

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