Attaching a Document to a client record

There may be a need to attach a digital document to a client's record in ServicePoint, such as a release of information or a Professional Statement of Need. To upload and attach a document to a client's record, you must first have the document saved on your computer. 

1. Enter EDA mode as the provider that will be used for the client record.
2. Next, navigate to ClientPoint (1) to search for the client record (2) you're attaching a document to.

3. When prompted by the Back Date Mode pop-up, select Use Current System Date.
4. Click on the Client Profile tab.
5. Scroll down to the File Attachments section and click Add New File Attachment.
6. Click on Browse in the Upload Attachment pop-up. 

7. When the File Explorer window appears, locate the file you want to attach and click Open. 
8. Finally, add a description of the file if you'd like, then click Upload. The file is now attached to the client record.

Note: Supported File Types