Objective

This SOP outlines the steps for uploading documents and assigning homework to clients in the notes section, ensuring effective communication and documentation.

Key Steps

1. Accessing the Notes Section

• Navigate to the notes section as per your request.

• Ensure you have an existing note based on the therapist's observation.

2. Adding Homework

• Confirm that there is at least one homework item present.

• If no homework is identified, add an activity stating, 'Check out the files attached' as your homework.

3. Preparing Client's Contract

• For the client's first session, prepare to add their contract.

• Delete any existing homework if necessary.

4. Uploading Documents

• Drag and drop the contract or click to upload documents.

• Supported file types include:

  • Documents (doc, docx, pdf)

  • Excel files (xls, xlsx)

  • PowerPoint presentations (ppt, pptx)

  • Audio files (mp3, wav, m4a)

  • Video files (mp4, mov, mkv)

  • Images (jpg, jpeg, png, svg)

• You can upload up to five files at a time.

5. Completing the Upload

• Click on 'Upload File' after selecting the files.

• Wait for the upload to complete before proceeding.

6. Approving Homework

• Once files are uploaded, review and approve the homework.

7. Sharing with Clients

• After approval, select the homework to share with clients.

• Clients will be able to view the homework and attached files.

8. Client Access to Files

• Clients can open the files based on their browser settings to review the documents.

Cautionary Notes

• Ensure that at least one homework item is present before uploading documents.

• Verify that the upload is complete before approving homework to avoid issues.

Tips for Efficiency

• Use drag and drop for quicker document uploads.

• Prepare all necessary documents in advance to streamline the process.