Client attachments

Upload files to a client record and choose which stay private to the practice and which the client can see in their portal.

Client attachments CliniForm
Files 6
Shared 2
Private 4
Home exercise plan.pdf — Shared with client
Referral letter.pdf — Private
Progress photo — Private
Illustrated preview of Client attachments.

Walkthrough

  1. Open a client record and go to Files or Attachments.
  2. Upload a document or image — workout plans, advice sheets, letters or photos.
  3. Choose visibility: Private (practice only) or Shared with client (visible in the portal).
  4. Update visibility later if you need to share or withdraw a file.
  5. Clients can also upload secure attachments from the portal when that option is enabled; those land on the same record for you to review.

Tips

  • Keep clinical photos and internal letters private unless the client needs a copy.
  • Sharing from CliniForm is safer than emailing attachments outside the record.

Related guides

Clients Search, create and manage client records — contact details, history, notes and linked appointments. Consultations Clinical sessions linked to clients — notes, forms, photos and treatment history in one place. Send forms to clients How consultation, consent and aftercare forms are assigned, sent, completed and stored on the client record. Treatment notes Write structured SOAP or custom review notes, attach body maps, photos and voice recordings, and keep everything on the client record.