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Folders can be added to this section if permissions allow
NOTE: If a permission to SHARED FOLDERS ONLY is selected within a Role, staff/contacts within that role WILL NOT have access to the All Folders section (even if those options are selected)
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The folder is then assigned to the parent/contact within the Client’s profile
ADDING FOLDERS
To add a new folder to the Filing Cabinet, select ADD NEW FOLDER
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When Billable Session Notes are completed for a client, those will be saved in a new SESSION NOTES folder
When Non-Billable Session Notes are completed, those will be saved in NON-BILLABLE SESSION NOTES folder
When graphs are created in the Analyze Data tab of a clients profile and saved to filing cabinet, a CHILD PROGRESS folder will be created
When treatment reports are written within the Funder Report tab of a client’s profile and saved to the filing cabinet, a FUNDER REPORTS folder will be created
When Assessments are completed within the Assessment tab of a client’s profile and saved to the filing cabinet, an ASSESSMENT folder will be created
None of the above folders will be viewable until the action is completed.
UPLOADING FILES
Files can be uploaded to the folders within the Filing Cabinet
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