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Uploading Documents and Photos for Client Case Management Encounters

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This guide describes procedures for using the CAISI Case Management Software system to: - Log on and navigate in the system - Search for and view clients - Add and edit clients in the system (refer, admit, discharge client) - Work with OSCAR Case Management Encounter module (create and edit notes) - Use the Tickler to send and receive activity messages - Upload client documents and images -

1. Uploading Client Documents

Describes how to upload client documents to a client's Case Management Profile.

Once you are in a client’s Case Management Encounter screen, you can upload documents, electronic files or scanned images.

To upload a client document

1. Open a client’s Case Management Encounter screen, similar to the graphic below:

CME_with tickler link

2.  In the Clinical Resources area in the Navigation panel on the right, click documents.  The eDocs window opens, similar to the graphic below:

upload_docs_window

3. Click +Add Document at the top of the screen; the screen refreshes, similar to the graphic shown below:

uploading_document_add

4. Do the following:

    • Beside the Select Type text box, click the arrow, and select the document type, such as lab or legal.
    • At the left of the screen, click the arrow beside the Browse text box and, in the File Upload window, locate and select the file you want to upload. Click Open, the File Upload window closes.
    • Click the Add tab to upload the file. The file appears in the Document Description of the window.

 5.  Click Done – Close Window.

2. Uploading Client Photos

Describes how to upload a client's photo to the client's Case Management Encounter profile.

Picture identification in a client’s Case Management Encounter window helps prevent identity theft and act as valid identification for that client.

Note that the client’s picture must first be uploaded to the hard drive of your computer before it can be uploaded to the Case Management Encounter window.

To upload a picture of a picture:

1. Open the Case Management Encounter screen.

 CME_with tickler link

2. At the top right corner of the screen, click the orange shadow box containing the darkened silhouette. The Client Image Manager pop-up window appears:

client_image_manager

3.  Click the Browse button and, in the File Upload window, locate and select the client image, and click Open. Note that the image must be in either *.gif or *.jpg format.

4. Click the Upload button. Once the upload process is finished, the Client Image Manager pop-up closes and, in the client’s Case Management Encounter screen, the orange-shadowed silhouette is now green, similar to the graphic shown below:

upload_image_green

5. To view the client’s picture, position your mouse over the green-shadowed silhouette. The client’s image is displayed, and stays in view for about 5 seconds, before reverting to the silhouette.This ensures that the client’s picture is not in plain view for long periods of time. Photos can be removetd/updated at any time by following the steps above.

 

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