Client Documents
You can upload documents or files to a client's profile any time you wish by opening a client's profile and selecting the Documents option in the sidebar. All document types can be uploaded here, including but not limited to Word, Excel, PDF, PPT, Images: PNG and JPEG, Videos, GIFs.
To upload a document to a client's profile, either drag and drop into the documents area or you can select Upload Document to find the document you are uploading.
If you need to Rename, Download, Lock, or Delete a document once you upload it to ZPM, select the triple dot icon to the right of the file.
Note: All of the folders you create can be renamed or deleted as needed. If you delete a folder, all of the items currently nested within that folder will be deleted as well.
Document Folders
To help keep documentation for your clients better organized, you can create folders within the Documents section of each client profile. The document folders that you create are specific to each individual client, so you can organize their files in the way that best suits their profile.
Selecting the New Folder button will prompt you to enter a name for the folder.
After entering a Folder Name, select the Save Folder button to add the folder. You can add as many folders are you need to organize a client's documentation.
Folders and documents have different icons to help you easily differentiate between types of files when navigating this area of the client's profile.
To add files that already exist to a new folder, simply drag those files on top of the folder.
New folders and subfolders can be added within the master folders to enable custom structuring of the client's documents to suit any organizational needs.
You can change the location of a folder or subfolder by selecting it and dragging it on top of the folder of your choosing. You will see the folders shuffle and change as you do this based on your actions. You can rearrange and reorder the folders any way you wish to build out your desired organizational structure for each individual client profile.
Note: If you're using Zencare Practice Managements's Online Intake & Consent Forms feature, any forms you've sent to a client will still appear in the Documents section of their profile, but they will not be automatically filed into folders you've created. Any forms sent, in progress, or completed by the client will be displayed in the Documents section above any folders. You can move the forms into folders any time you wish, the same way you would any files that have been uploaded, but it is important to keep in mind that new forms will always be displayed initially at the top level of the Documents section and will need to be filed afterwards if you wish.