Click 
on the toolbar.
The confidential document storage feature allows you to attach documents such as medical questionnaires and consent forms to a client's profile.
Important: You can restrict access to confidential documents so that you can comply with the Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule. Click here for instructions.
Click on the toolbar.
The Appointments for window displays.
In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.
The client's details display.
Right-click on the client's name and select Edit View/This.
The client's profile displays.
Click the Docs & Media tab.
Click Confidential.
The Client Media window displays.
Click Edit.
Click Attach New File.
The Please select the new file to link window displays.
Select the document.
Click OK.
The document uploads to the Client Media window.
Click Save.
Tip: To view the document, repeat Steps 1-5 and click View File.