Client Attachments

 

1. Log in to www.checkpointehr.com .

 

2. Select the Client Menu

 

 

 

3. Select the Client Details (single person icon) for the client you wish to upload documentation for.

 

 

 

4. Select the Docs & Dates tab and click the plus sign icon to start tracking/uploading a document.

 

 

 

5. A pop-up window will appear where you can select either a packet, to add multiple documents at once, or a single document from the "Type" section.

 

 

 

6. If you select a packet, all document types from the packet will be added at once. You can use the arrows to add or delete the document types further.

 

 

 

7. You then may add a completed date, expiration date, or comments. Once the details have been added, click update.

 

 

 

8. Once added, you will see your document(s) listed under the Docs & Dates tab.

 

 

 

9. If you need to edit or delete a document type, click on the pencil or trash icon.

 

 

 

10. To attach a document to the document type created, select the paper icon.

 

 

 

11. A pop-up will appear. Click Select File, find and attach your document(s). Once the file has been successfully added, you will see it listed at the bottom under "Work with existing files".

 

 

 

12. Select the pencil icon to give your document a title and description.

 

 

 

13. When you have finished adding the details, click on the x to close.