File Organizer
The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client. File Organizer’s Location: Click on “Actions” on the main toolbar. Select “File Organizer”.  The File Organizer […]
How to Add a File to a Client
For all user roles including administrators, there are two ways to add a file to a client: Directly Uploading to a Client’s Portfolio By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for […]
Client Roles
There are two types of roles available for a client: Login Client role Client role Login Client and Client roles don’t use a paid seat Login Client The Login Client role is for the caregiver or client to be able to log in and view their portfolio, unlike the regular client role. The other roles that also […]