As you write a client note, you are able to Add Files to their files including General Files, accessible to all service staff, Program Engagement files, accessible to only Case Managers and Leaders, and clinical files, accessible to clinicians and leaders.
This article describes how to Add Files while Writing a Client Note.
From the second page of the client note.
1. Click Upload Files for the type of Files you would like to upload.
3. Select the file you want to add.
4. Click Open.
5. Wait for the file to upload. Then click Done.
The File has now been added to the Client's Files and you've been taken back to the note to complete.
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