From the Navigation Bar select Client iQ and select the desired client

Select Client Files on the Client profile

Click the +New button to Upload a New File.

Attach the client files using the Upload Document button

Important: To fulfill the requirement for missing documentation alerts select the relevant document type before submitting the form.

Select Submit

The uploaded document will appear under the Client Files

Please Note: The files shown in client files will be dependent on the permission the user has selected in their user profile. If a user is listed as a supervisor and they have the permission for my submitted documents only selected, they will also see files their supervisee has submitted too.

If All Clinical Documents is selected, the user will see all the documents that have been submitted by any user in the practice.

If My Submitted Documents Only is selected - The user would only see clinical documents that they have submitted.

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