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Manage Participant Documents
Manage Participant Documents

How to manage Participant Documents to Care Diary?

Pavi Sidhu avatar
Written by Pavi Sidhu
Updated over a week ago

Care Diary allows you to store and manage your participant documents efficiently. You can create document categories and types dynamically as per your business needs. You can also set an expiry date for the relevant documents and Care Diary will notify you before those documents expire. So let's get started:

Create document categories and add document types

  1. Log in to the Care Diary login page and go to the Participant > Documents using the left menu. Then click on the button with the settings icon.

  2. Then click on the Add button.

  3. Enter the category name and documents in that category and click Create button. (You can add multiple documents by clicking on the '+' icon.) You can also mark any document category as confidential which means only the user with permission to manage participant confidential documents can view or upload documents for that category.

Add participant documents

  1. Using the left menu, go to Participant>Documents and click on the Add button.

  2. Enter the details of the new document you want to upload and hit Create button.

View reports

  1. In order to view the document report, using the left menu, go to Participant>Documents and click on the Reports tab at the top of the page.

  2. You can filter this report by document category, type and participant.

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