Uploading Support Plans to your clients profile.
Select Clients from the menu bar, then select View all Clients from the drop down menu.
Select your client from the list. Alternatively you can also select them from the main dashboard under the list My Assigned Clients. Below we will select Aroha Ataahua.
When you have the clients profile open, select Upload New Support Plan.
Select the Type of Plan you are uploading from the drop-down menu.
Enter the Date and select the Support Level. Add any notes associated with the support plan.
Click on Choose Files and select the file to be uploaded from your computer. Click Save.
You can see below when you click on the Support Plans tab in the clients profile, the uploaded Support Plan is now listed.
You can click on the Support Plan name to Edit, Download or Delete it.