Mobile - Documents

In this article, we explore the streamlined process of accessing company and client documents directly from the TurnPoint home screen. Discover the key steps and features that empower caseworkers to effortlessly retrieve and manage essential client information.

Step 1: Setup

If the below menu is not available, please contact support to enable this.

Step 2: Access

Once enabled, care workers should have a documents menu on their home screen. The documents are arranged into folders under "Document Folders", while their associated files are in the section below.

Here, workers can access the files they need, whether it is company documents or client documents.

Alternative Method:

Another area in TurnPoint where workers can access client documents is through the client info section.

For this example, we will use the client "George Best"

Once inside his file, scroll down until you see "client documents". This will have the same files that were found in the "documents" folders.

Adding in Documents

Admins can add/delete documents by following the instructions here

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us