Documents
Store plans and other documents with the client they belong to, and control who can view or download each one.
- Live
- Web and the mobile app
See it in action
In the mobile app, a support worker opens a client's Documents tab, sees the care plan and referrals stored with the client, and opens the care plan to read it.
How it works
Full guide in Help · 5 steps →Open Clients, search or scroll, and open the matching profile. Check the identifying details before reading anything.
Good to know
Documents on a client profile lists the files your permissions let you see. A colleague may well see a different list.
Use the current document, and follow your organisation's care-document procedures. Expired files cannot be previewed or downloaded.
What it does
- Upload documents to a client's Documents tab and give each a clear display name.
- Choose whether rostered staff can see it, and whether people can download or only view.
- Tag documents for compliance and set an expiry date for ones that lapse.
- Replace a file with a new version while keeping its details and permissions.
- Filter the list, and open or download documents on web or mobile.
- For
- Coordinators · Managers · Support workers
- Works on
- Web and the mobile app
- Plans
- Every plan
Works with
Not sure where to start?
The care operations scorecard takes five minutes and shows which features would help your team most.