Note: If you just want to share handouts with clients, please check this tutorial
We do not support uploading files to client records directly, and do not have plans to develop this feature yet. The reason is that this is such a big technological challenge, and there are so many cheap alternatives, than it would be really hard to create a cost-effective and competitive offer in this space.
Uploading files sounds like a relatively simple operation. However, this task becomes much harder when thinking about the kind of confidential client data users manage at NutriAdmin. Uploading files to client records would require:
- Top security to ensure files cannot be stolen by attackers or malicious external software
- Regular backups to prevent data loss, and data geo-replication
- Significant increase in infrastructure (i.e. disk space and memory in servers)
There are companies/products out there – like Dropbox, Apple's iCloud, or Google Drive – whose main business is uploading files and managing them online. Because of the large amount of data these companies manage, they are able to apply economies of scale and offer very cheap (or even free) data uploading services that are also secure.
Even though a feature such as data uploading does not seem too complex at first glance, there are entire large companies dedicated to this task. If we offered this service at Nutriadmin, we would have to charge significantly extra, and probably very few people would want to pay more for this complementary feature.
The above said, there are a few different ways in which you can achieve similar results to having files stored on your NutriAdmin client records. Options include:
- Creating custom tables and data fields to enter lab results and other data in client records. The following 4-minute video shows how to create custom fields: https://youtu.be/CaSywtr994A
- Storing files in a separate specialized solution (like Dropbox or Google Drive) and adding a public link to those files at NutriAdmin. This means that, instead of storing the physical file on NutriAdmin, you would have a link that shows you the file (stored on a separate online drive) when you click.
- Creating a folder structure on your work computer where you assign one folder per client, you order them alphabetically, and you save complementary files and materials that cannot be stored on NutriAdmin to supplement the electronic records that need the extra data.
You can find information about Dropbox HIPAA compliance by following the link below: https://blogs.dropbox.com/business/2015/11/support-for-hipaa-and-hitech/
You can learn about Google Drive (and other G Suite products such as Gmail, Sheets, Calendar, etc) HIPAA compliance on the following link: https://support.google.com/a/answer/3407054?hl=en
You can use any of the above services at a very low cost (or even for free) as dedicated repositories for your documents, files, and images related to client records