How to Add a Document to the Client Timeline

  1. Overview
  2. Client case files management and electronic documentation
  3. How to Add a Document to the Client Timeline

Steps to Upload a Document

  1. Open the client profile

  2. Navigate to the Timeline

  3. Select Upload Document

  4. Choose the file

  5. Save the document

Common Document Types

• Referral forms
• Intake forms
• Medical records
• Insurance documents
• Signed consents
• Assessment files

Best Practices

• Use clear file names
• Upload documents to the correct client profile
• Keep documentation organized and updated

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