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How do I upload a document to a Client's profile?
How do I upload a document to a Client's profile?

Add a document (care plan, assessment forms etc) so they're viewable on the Carer App

Alex Barbeta avatar
Written by Alex Barbeta
Updated over a year ago

Step 1 - Go to the client's section select a client and then select documents. Here you will be able to see a list of documents already added:

Step 2 - Press the 'add a document" on the right-hand side

Step 3 - Fill in the form with the relevant information such as the document title, and category, and add your file then press the add button in the bottom right:

  • Title: the title of the document that will be seen by carers in the app. Make this nice and easy to know what's inside

  • Client: which client does this document belong to? This should already be filled for you

  • Category: you can categorise documents so they're easier to find in the app

  • Document: click to upload the right document

The document will be available to view in the app the next time your carers log in. They can find the documents on the client profile pages.

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