Keeping client documents up-to-date is an integral part of maintaining efficiency for clients as staff can view these documents during shifts to ensure that all activities are completed and clients are looked after in accordance to their individual requirements. Below is a brief guide outlining how to quickly and efficiently upload updated documents.
Navigate to the client list and select which client's documents you wish to upload. Selecting a client will bring up their profile. From the left hand side, under the client's name select the "Documents" tab.
This will direct you to the client's documents list page.
To upload a document simply click on the blue Upload Files button. Select the document you wish to upload off your computer.
Please note that only the following document formats can be uploaded:
- PDF (any PDF form/file type)
To correctly assign the expiry dates you must first choose the document category from the drop-down menu.
Once you've selected the category, set the correct expiry date as presented on the actual document.
If there is no expiry date, select the No Expiration box.
It is crucial to have the expiry dates for each document (if applicable) as this will assist in setting document reminders.