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Uploading Files to a Client's Profile

PractaLuma makes it simple to upload, store, and reference clinical files — including session recordings, documents, and handwritten notes.

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Written by Andrew Hargitay
Updated over 2 months ago

1. Go to your client profile

  • Select the client from your dashboard or search bar

  • Click into their profile to view session history and documents

2. Upload a file

  • Click “Upload File”

  • Drag and drop or browse to upload PDFs, Word documents, images, or audio

  • Accepted formats include .pdf, .docx, .jpg, .mp3, and more

3. Organise and tag

  • Add relevant tags (e.g., report type, condition, clinic site)

  • Files are automatically sorted under each client’s timeline

4. Optional: Generate summaries

  • PractaLuma can summarise and extract information from uploaded content

  • Just click “Summarise Document” or use AI queries to extract details

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