Adding Attachments Against Care Plans

Mohammed Jamal Updated by Mohammed Jamal

The Attachments tab allows supporting information to be attached to a Care Plan.

To add an Attachment:

  1. Navigate to People > People > People We Support.
  2. Open the Person record.
  3. Select Care Plans, then the Attachments (For Care Plan) tab.
  4. Select the Create new record button on the toolbar. The 'Attachments (For Care Plan): New' drawer is opened.

  1. Complete the fields, mandatory fields are marked with a red asterisk *.

Field

Description

Care Plan*

Select the Care Plan this attachment is valid for.

Title*

Enter a title for the attachment.

Date*

Select a date and time for this attachment. The fields here are not defaulting to todays date as you may wish to back date the attachment.

Document Type*

Select a Document Type. More values can be added by your System Administrator to Attach Document Types Reference Data.

Document Sub Type*

Select a Document Sub Type. More values can be added by your System Administrator to Attach Document Sub Types Reference Data.

Responsible Team*

The team responsible for managing the record.

File*

Use this to select the file to upload.

Notes

Add additional notes in relation to the attachment.

Booking Diary

Is the attachment in relation to a booking; for example, it might be a letter for a hospital appointment.

Is Cloned?

Yes/No radio button to signify to you if the attachment has been copied from elsewhere. Read only.

Cloned From

The file where this attachment has been copied from. Read only.

  1. Select the Save or Save and Close button.

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