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Additional documentation/file uploads

PDF files can be uploaded to a Contact or a Referral record in the Additional documentation section (just before the Notes section).

Files uploaded to a Contact record will automatically transfer over to the Referral record if it is converted to a Client.

Before uploading a file, a file type must be selected. Only one file per type can be uploaded.

How to upload

  1. Click the New PDF file button. Note that this button will not be visible if a file has already been uploaded for each available file type.
  2. Select the file type.
  3. Locate the file.
  4. Once the file type and file are entered, the Upload button will appear. Click this button to upload the file and complete the process.

Once the file is uploaded, you will see the View button, and an actions button ( image ) for accessing the Delete and Download functions.

Note:

  • you do not have to click the main Save button. The upload process is independent of the screen's save process.

  • the document must be in a PDF format and less than 3 MB. If you have PDF files that are larger, your IT Support team may be able to provide you with a tool to reduce PDF sizes.

File types

The available file types are:

  • Assessment documents
  • Clinical documentation
  • Discharge Summary
  • Mental Health Treatment Plan (GP)
  • Referral in (this is the default type)
  • Referral confirmation
  • Waitlist letters

Intake teams can choose from the list above which file options are available to their team, please contact pmhcis.support@nwmphn.org.au with any requests.