You can upload and manage important documents related to a client, including their expiry date, verification status, and staff visibility.
Steps to Upload a Document
Step 1:
Click on Clients from the left-hand side menu.
Step 2:
Locate the required client and click on the client name.
Step 3:
Click on the Documents and Policies tab.
Step 4:
Click on + Add File.
Step 5:
Enter the required Document Type/Name.
Step 6:
Select whether an Expiry Date is Required using the Yes/No option.
Step 7:
If required, enter the Expiry Date.
Step 8:
Select the required Verification Status.
Step 9:
Choose whether you want to share the document with staff through the RotaWiz Carer mobile application.
Step 10:
Upload the document using Select File or Dropbox.
Step 11:
Save/Submit the document.