Interacting with the Files Inbox

Welcome to your files inbox, where you can share files, connect with file sharing services like Google Drive or Dropbox, or simply shoot your account an email with an attachment – think contracts, external lab results, or old patient files.

You can assign the documents in your files inbox directly to a company or patient’s chart, which makes keeping any external documentation associated with companies or patients a breeze.

File Hosting Services

Using your Files Inbox feature, you can connect to applications like Google Drive or Dropbox.

Files dropped in this service show up in the Files Inbox of your account. You can then route these files to patient charts or companies. It works very similarly to the Messages Inbox, which you can read more about here.

Setting up Your Files Inbox with Google Drive

Integrating your files inbox with Google Drive takes just a couple of steps.

  • Start by going to your files inbox page, which you can find either in your profile sidebar or your profile drop-down depending on where you are in
  • Next, click on the gear icon in the upper right corner of your screen.
  • Choose Google Drive.
  • You’ll be asked to sign into Google to make the initial connection. Once you’ve done that, will ask you to choose a specific folder to link to. If you haven’t already, we suggest creating an “” folder in Google Drive and choosing that one to link to.
  • Select your folder and click Connect to Google Drive. The files in that folder will appear there in your files inbox.

Setting up Your Files Inbox with Dropbox

Integrating your files inbox with Dropbox is just as simple as with Google Drive, as described above.

  • Start in your files inbox and click the gear icon in the upper right corner.
  • Choose Dropdox and follow the prompts to give permission to connect with Dropbox.
  • Choose the specific folder you’d like to link to (remember, it’s better to link to a specific folder rather than your entire Dropbox account), and click Connect to Dropbox to wrap it up.

Disconnecting from Google Drive or Dropbox

To disconnect from either Dropbox or Google Drive, simply go to the gear icon in the upper right corner of your Files Inbox.

Choose the service you wish you disconnect from, and click Disconnect.

Email-In Files

You can also email files directly to your account, which is especially helpful if you’re using a scanner or fax system with email support.

Simply send the file to your clinic’s email address, which you can find by choosing Email In Support from the Files Inbox gear icon drop-down options.

Once done, your attachment will show up in your Files Inbox. You can then assign the file anywhere more specific so that each user has access to it.

Internet-Connected Scanners

With internet-connected scanners such as NeatConnect, the clinic can, in just one step, get a piece of paper scanned straight into

Actually, this type of integration works with any scanner that has Dropbox, Google Drive, or scan-to-email support.

For more information on setting up a new scan destination on NeatDesk, please refer to this article.

Assigning Inbox Files as Custom Labs

It’s common to receive lab results through fax machines that are connected to your inbox.

You can assign them to specific patient charts, and set them as custom labs, directly from your files inbox.

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