How do I upload documents to a service referral?

Overview

This article is for service providers: the agencies and staff who deliver services on a service referral. It explains how to upload a document to a service referral, so everyone working with the family has what they need in one place.

  1. Navigate to Children & Youth on the top blue navigation bar.
  2. Select Service Referrals in the dropdown.
  3. Find the referral and click "View Service Referral."
  4. In the Documents section, click the upload option and choose your file.
  5. Choose who the document is for: a specific service recipient, or the referral only.

Please note: Only agency admins can delete an uploaded document.

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