Make sure you are signed in to the Care Office to be able to upload documents to a care or support plan.
Contents of this article:
How to upload a document
Step 1 – Navigate to the care plans menu in the client's profile
Step 2 – Choose the care plan you want to add a document to
Step 3 – Click ‘Review Care Plan’
Step 4 – Scroll down to the documents section and click ‘Add a Document’
Step 5 – Fill out the document title and upload the file
Step 6 – Click 'Add' to add the document to the care plan
Step 7 – Choose the next review date and click Save
How to view the document
If you want to view a document, simply click on the title and it will download onto your computer.
How to edit the document
If you want to change the title of the document, click ‘Review Care Plan’ and then click on the title or the three dots on the right side.
How to delete the document
If you want to delete a document, click ‘Review Care Plan’ and then click on the three dots on the right side and choose ‘Delete’
