Client documents are the source of truth for things you need to read on shift: care plans, behaviour support plans, signed consents, ID copies, photos, and anything else the office has uploaded against a client.
The Documents tab on the client profile is permission-gated — you'll only see documents you're rostered to access, so what's visible may differ between you and a colleague on a different team. Documents preview inline where possible, and can be downloaded when you need a copy to hand.
Step 1
Find the client
Tap Clients in the bottom navigation, then search or scroll to the client you need. Search matches first name, last name, or nickname.
Step 2
Open their documents
Open the profile and switch to the Documents tab. Files are grouped by type — care plans, consents, ID. Tap any file to preview it inline, or use the share menu to download a copy for offline access.
Keep reading
Tutorial
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Add a new client to your organisation in seconds — fill in the basics from the Clients page and their profile is ready to go.
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Explore clients
Browse everyone your organisation supports, search by name, and open a client's full profile — all from your browser.
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