How do I add an Attachment for a Client?

External documentation related to a Client's file can be stored in AlayaCare as Attachments on the Client's profile. 

Add an Attachment for a Client

1. From the Client's profile, navigate to the Care Documentation tab and select Attachments.

2. From here, you can view all existing Attachments for the Client organized across multiple folders. Click Upload file here to add a new document by choosing a file from your local drive or desktop.

3. You can also upload multiple Attachments at once by selecting the files on your computer and dragging and dropping them into the Client's list of Attachments in AlayaCare. 

4. Once the Attachment has been uploaded, you will be able to download it by clicking on the file name. Click the Rename button if you wish to give the file a different name.

To move, copy, or delete the file, click the arrow next to Rename.

   

Learn More

• How do I add an Attachment for an Employee?