Care Provider: How to Post a Document
Written by Georgia Radcliffe
Updated at January 8th, 2026
As a Coordinator or Administrator on CareApp, you can post documents directly to a customer’s profile. This allows you to keep important information in one place, share it with family if needed, or keep it internal for staff only. You can also choose who can view each document and delete them at any time.
Ideas for what you could post:
Doctor’s notes
Meal plans or diet requirements
Scans or test results
Care instructions or therapy plans
Any other information you want to share with staff or family
To add a document:
Follow the steps below to upload a document or link to the customer’s profile.
Mobile
- Tap on the +New menu at the bottom of the home screen.
- Choose 'Document' from the menu.
- Tap 'Select a person'.
- Choose the customer you wish to upload a document for.
- Tap 'Select Document'.
- Choose the document from your files.
- If you would like this document to be visible to family tap the 'Visible to family' tick box.
- Tap 'post' at the top right-hand corner of the screen.
Delete
Web
- Click on the +New button in the left side menu.
- Choose 'Document' from the menu.
- Click on 'Select a person'.
- Choose the customer you wish to upload a document for.
- Click 'Select Document'.
- Choose the document from your files.
- If you would like this document to be visible to family tap the 'Visible to family' tick box.
- Click 'post' at the top right-hand corner of the screen.
Where to find documents:
Once a document or link is posted, it can be found in the Files tab of the customer’s profile. Here you can view, manage, and share documents as needed.
