Add a File Attachment

Attach a file at the member level. 

1. In the Main Menu click Lookup Client.

• The Search Criteria screen displays.

2. Enter the client's name, ID, social security number.

• To display all clients, enter no data, click Search by Criteria.

3. Click Search By Criteria.

• The File Attachments screen displays.

4. Click a client ID number.

• The ProviderConnect Demographic screen displays for the client and agency.

5. In the Client Sidebar menu click Attachments.
    

• The File Attachments screen displays.
   

6. Click Choose File. 

• The Windows Explorer screen opens.

7. In Windows Explorer, select the file and click Open.
8. In ProviderConnect, enter any notes.
9. Click Attach New Files.