If you're looking for a way to upload supporting documentation for disciplinary action, adherence to probation, and other monitoring documentation to a provider's record, you've come to the right article.
Uploading documents is never a requirement by the ProviderTrust team, but this may be a requirement or preference of your team managers. This feature can be a very helpful way to digitally file additional documents for your employees related to monitoring alerts.
Below are the steps for uploading your supporting monitoring documents:
1 ) Sign in to Passport
2) Navigate to the Provider tab and search for the provider who's documents you wish to upload.
3) Once you've found the provider, click view to open the provider's record and select the small tab under the provider's name that says Monitor.
4) From the Monitor Tab, you will find the DOCUMENTS section add a supporting document by clicking the green plus sign on the right.
The monitor tab will only be visible for those who have monitor alert access. It will not be visible for your users who only have access to Provider Information.