Skip to main content
All CollectionsCaregivers
Caregiver Key Documents
Caregiver Key Documents

How to upload caregiver key documents in client profile

T
Written by TJ
Updated over 3 months ago

The essential documents for the caregivers can be uploaded to the caregiver profile under the designated "Key Document" section.

  1. Click on the Key Documents Tab under the Caregiver's Profile.

2. Click on the +New Documents Button

Caregiver Document Shared with the Client: The shared documents will be visible to the Client only during an ongoing or upcoming schedule with the Caregiver(s). Upon the completion of the schedule and if the Caregiver has no further schedules with the Client, the shared documents will not be available to the client on the client portal.

**Note

The key document shared by the agency with the caregiver will be available for the duration of the caregiver's tenure with the agency unless the sharing is discontinued.

Related Articles

Did this answer your question?