Working With Client Files
In the client record, click on the Files tab.
Adding a New Client File
To add a new file, select the Add File link in the top right corner of the Files section.
From the drop down menu, you have the ability to select a Category and Name that best identify the type of file you will be uploading. These can be customized to represent file types most often uploaded by your implementation.
By clicking Select File, you are using an advanced upload to select the file from your personal computer. If your system is not compatible with the advanced upload, you can choose the Basic Uploader.
Note: Maximum file size is 4MB.
Once a file is uploaded, it is saved to the File tab by order of the upload date. There is no limit to the number of files that can be uploaded for each client.
Working With Existing Client Files
The File tab provides the following details for each uploaded file:
- Category and File Name – selected from drop down menu at the time of upload
- Name of staff member who uploaded the file
- Date of upload
- Size of the file
- Agency associated with the file upload
You can view the existing file by clicking on the icon for the file, or edit the document by uploading a new version via the Modify file link.
NOTE: Clarity Human Services supports all of the most common file types (Word, Excel, PDF, JPG, PNG, etc).
Working With Client Forms
Uploading a Client Form
To upload a client form, select the Add Form link. After you have completed the form, click Save and you will be returned to the Files tab.
A popup box will appear listing the form options for your particular agency. Click on the form you require from the list, then click ADD. Selecting an option will automatically bring up the form associated with that option.
Creating an Electronic Signature
Some forms require a client signature. Clarity Human Services has electronic signature capability. After selecting the appropriate form from the dropdown menu in the popup box, select OK. The form will appear.
The electronic signature can be created with a computer mouse or finger pad. In the field, the client can use their finger to create their signature on the mobile device. If needed, you can select Reset to redo the signature.
NOTE: After adding a signature you must click Apply to save the form.
Uploading a Scanned Document
The process for uploading a scanned document is similar to that of uploading a client file. Select Add Form and toggle on the Upload scanned version of form.
The Add Scanned Form page will appear. Here you can Select File, or if your system is not compatible with the advanced upload, you can choose the Basic Uploader. After you have selected the appropriate file, click Add Record.