Where can I store documents in Careview?
Dependent on the type of document, there are several places you can attach files within Careview.
Please refer to the following functions that allow you to attach a Document at time of creation or via the Edit function.
Client Profile - click on Notes click to attach a copy of relevant documents e.g.Copy of Service Agreement.
Case Notes - click to attach a copy of relevant documents e.g. Minutes of a Meeting to respective Case Notes.
Invoice Entry - View or Edit an Invoice and Attach a File.
Client Funding - Attach a copy of relevant documents relating to Service Provider Funding agreements to the Service Provider Category Budget.
Tasks - Attach a copy of relevant documents relating to specific Tasks.