At a Glance
The file manager stores a clinic's documents and files against clients or the business — consent, photos, letters and records — in one organised place. ClinicSoftware.com keeps files linked to the right client, so they are secure and easy to find.
What does the file manager do?
The file manager holds documents and files, linked to clients or the clinic, so everything is in one organised, secure place. ClinicSoftware.com keeps them retrievable.
Why store files in the system?
Keeping files with the client record means consent, photos and letters are found instantly and stay secure, rather than scattered across drives and email.
Frequently Asked Questions
What does the file manager do?
It stores documents and files linked to clients or the business in one organised place. ClinicSoftware.com keeps them retrievable.
Why store files in the system?
So consent, photos and letters are found instantly and stay secure, not scattered across drives.
Can files be linked to clients?
Yes. Files attach to the relevant client record.
Are files secure?
Yes. Access follows staff permissions.
How It Works in ClinicSoftware
01
Upload files to the file manager
02
Link them to a client or the business
03
Organise them for easy access
04
Retrieve them securely when needed
Upload, organise and retrieve any file type directly against a client record. Before-and-after photos, GP referral letters, lab results, treatment plans, signed documents — everything stored securely in the cloud, accessible from any device at any time, with full version history.
How It Works
01
Open a client profile and click the Files tab
02
Drag and drop or browse to upload any file type: PDF, JPG, PNG, DOCX
03
Tag files by category such as Before Photo, GP Letter, or Lab Result
04
Access and download any file from any device — desktop, tablet, or phone
Key Features
Unlimited Storage
Any File Type
Category Tagging
Before/After Photo Pairs
Cloud Sync
Mobile Access
Secure Encryption
GDPR Compliant
Pro Tips
Establish a consistent file naming convention across your whole team from day one
Use the before/after photo pairing feature to build a compelling visual treatment journey
Set an annual reminder to review, consolidate, and archive older files