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.