Attaching A Document in ServicePoint

There may be a need to attach a digital document to a client's record in ServicePoint, such as a release of information, eligibility documents, or referral documents. To upload and attach a document to a client's record, the document will need to be saved on your computer.

1.       Enter EDA mode as the provider that will be used for the client record.

2.       Navigate to ClientPoint and search for the client record to which the document will be attached.

3.       Click the Client Profile tab.

4.       Scroll down to the File Attachments section and click Add New File Attachment.

5.       Click Choose File in the Upload Attachment pop-up.

6.       When the File Explorer window appears, locate the file that should be attached and click Open.

7.     Finally, add a description of the file (this is important for easily finding things later), then click Upload. The file is now attached to the client record.
***NOTE*** Descriptions need to be completed as such.  name of document with date of document expiration (year.month.day) or name of document with date of capture of document. 
Example 1 - document that expires:  HMIS ROI Consent Single Individual 2023.12.31
Example 2 - document that does not expire:  Copy of Birth Certificate 2023.03.13

Household file attachments:

If more than one household member is selected at the time the file attachment is added, the visibility settings on the file attachment will apply for all the attached household members. Changing the visibility settings on the file attachment from one client will change the visibility settings on the file attachment for all the other clients that were included. To make visibility settings of the file attachment for each client independent, upload a copy of the file attachment from each client and do not include household members upon uploading.

Supported File Types

Several file types are supported as File Attachments in ServicePoint. The following common file types are supported:

•          .pdf - PDF file
•          .doc and .docx - Microsoft Word file
•          .rtf - Rich Text Format file
•          .txt - Plain text file
•          JPEG (or JPG) - Joint Photographic Experts Group
•          PNG - Portable Network Graphics
•          GIF - Graphics Interchange Format
•          BMP - Bitmap file

Audio and video files are not supported.