Adding to Your Office Software

There are several straightforward methods to add your Treatment Plans and signed worksheets to your office system.

One option is using iCloud Drive, which works seamlessly on both Mac and Windows. For Mac users, go to the Apple menu, select System Settings or System Preferences, then choose Apple ID and click iCloud. Ensure iCloud Drive is turned on, and click “Options” next to iCloud Drive to select the folders or apps you’d like to sync. Once set up, your files will appear in Finder under iCloud Drive.

For Windows users, download iCloud for Windows from the Apple website or Microsoft Store. After installation, sign in with your Apple ID, check the box for iCloud Drive, and click “Apply.” A new folder called iCloud Drive will show up in File Explorer, where you can access your files just like any other folder. After setup, you can save your Treatment Plan directly to iCloud Drive from the Files app on your iPad when sharing a Treatment Plan.

Another option is to use a file transfer service like Snapdrop, which is an AirDrop alternative. Open snapdrop.net on both your iPad and PC in a browser, and you can wirelessly transfer files between devices connected to the same Wi-Fi network.

The simplest method, requiring no setup, may be to email or message the Treatment Plan. Just as you would when sharing a Treatment Plan with a patient, you can send the Treatment Plan to your office email and open it on your office computer.

Once the Treatment Plan is on your office computer, you can use the import function in your practice management software to add the PDF to the patient’s chart.