CareLineLive provides an easy way for you to upload documents against your carer and client records, allowing you to maintain a single point of reference for important information. You can optionally request eSignatures for documents, share client documents in the carer app and report on carer documents to note expiry dates using the Carer Requirements.

Uploading documents

Bulk upload

It is possible to upload documents in bulk. To do this, you will need to to open Finder (Mac) or Windows Explorer and your Google Chrome browser so you can see them both on the same screen. Head to the client's documents tab, select the documents you wish to upload and drag them over to the documents tab.

You can bulk select by using the shift key and arrows to select documents, or by using command/control and clicking on the documents you wish to select.

When uploading, you will be able to select the permissions for the carer companion app, and the care circle.

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Single Document

Open the Documents tab in a person's profile to see a list of existing documents. Click the :file_upload: Upload button to start a new upload.

First select the file you want to upload from your computer, the Name box will be automatically filled with the file name, however you can change this to something more readable if you wish.

Select the Document Type from the dropdown list.

Add any relevant notes to the document.

Permissions (Client documents only)

Here you can optionally choose to make this document available to carers (via the Carer Companion App), or with members of the client's Care Circle portal.

Only PDF documents can be viewed in the Carer app.

eSignatures

Electronic signatures can be requested for documents, read more here: eSignatures for Documents

Documents as Carer Requirements

Documents can be set up as requirements for carers, read more here: Carer Requirements

Caveats

  • Files must be under 25mb
  • The following file types are accepted:
    • Plain text fields
    • Images
    • Microsoft Office documents
    • PDFs
    • Emails (.eml files)
  • Only PDF files can be viewed in the Carer Companion App (Client documents only)