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How to upload insurance information, previous medical records, or any other files to the Document Manager for a Prospective Client.
How to upload to the prospective client's document manager:
1. Navigate to Client Prospects > Prospective Client List. Select the document manager icon on the prospect you are uploading for. It is the last of the "intake bubbles" for the client.
2. Select "Add Document" in the upper right corner.
3. Select a Document Type (which is a customizable drop-down edited in System Settings > Master Drop Downs). The document name will be inherited from the file name that you upload. Enter a description if necessary, and click "Browse" to select a file to upload from your computer.
Done!! 🎉🎉 Now the uploaded document is accessible from the prospective client list and can be viewed by the rest of your team.
TIP: Uploads for the prospective client follow them into their chart once they are converted into an active client. These will be found in the client's Document Manager > Uploaded Documents. Learn more about the active client document manager HERE.