Student Upload for Client Attachments and Forms

The following guide is for uploading client information or forms to Supervision Assist. 

  1. Complete the HIPAA Course on your dashboard to gain access to upload in Supervision Assist. 
  2. Go to the Clients page in Supervision Assist
    1. Select the Manage Clients button on the Activity Log page
    2. On the top navigation bar select Training and Clients
  3. If your Site Supervisor has not automatically approved you to upload files you may request permission to upload files for a client
    1. Select Request Upload Permission for the client code
    2. Your site supervisor will receive a notification and may approve or deny your request
  4. Select Add Attachment under the applicable client code.
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