Scanned Document.
This example uses Google Drive, other services like Dropbox, function in the same manner.
 
1
 
2
 
3 Create client folder
Create a client folder for each program the client is enrolled to. FYI: Include the program name as part of the naming convention. (ex: John Doe_ MHS)
 
3.1
 
3.2
 
3.3
 
3.4
 
3.5
 
4 Connecting scanned folder to client profile
 
4.1
 
4.2
 
4.3
 
4.4
 
4.5
 
4.6
 
4.7
 
5 Adding a scanned file to the client folder
FYI: You can also drag over multiple files at one time.
 
5.1
 
5.2
 
5.3
 
5.4
Continue to add client scan files to this folder in the future.
 
6
All documents scanned into the client's folder can be viewed by clicking the eye icon.