Knowledgebase
Therasoft Support site > Therasoft Help Desk > Knowledgebase

How to upload/update intake documents

Solution

1. Go to setup tab
2. Select on company info
3. Select "Choose File"
4. Add the description for the document.
5. Select the file you want uploaded and click save (make sure that there are no spaces or special characters in file name).
6. Scroll to the bottom on the company info page and press submit and you have update the form.

(If you want to update the documents you will follow the same steps as above, also to see the old document you can select on "Old File" to see it.)

Related articles Diagnosis change in system
Tricare North going to Tricare east.
Billing, new credit card information
Most commonly used reports:
Turning Messages from TSO on and off
Article details
Article ID: 115
Category: Knowledgebase
Date added: 20-Mar-2019 3:20pm
Views: 12

 
« Go back