Attach 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. Image of the search page in ClientPoint
  4. When prompted by the Back Date Mode pop-up, select Use Current System Date.
  5. Click on the Client Profile tab. Highlighting where the Client Profile tab is located
  6. Scroll down to the File Attachments section and click Add New File Attachment. Highlight of where the add a new file attachment is located
  7. Click on Browse in the Upload Attachment pop-up. 
  8. An image of the file upload pop-up
  9. When the File Explorer window appears, locate the file you want to attach and click Open
  10. 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

Several file types are supported as File Attachments in ServicePoint. The following common file types are supported:
  • .pdf - PDF file
  • .doc and .docx - Microsoft Word file
  • .rtf - Rich Text Format file
  • .txt - Plain text file
  • JPEG (or JPG) - Joint Photographic Experts Group
  • PNG - Portable Network Graphics
  • GIF - Graphics Interchange Format
  • BMP - Bitmap file

Audio and video files are not supported. 

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