ePACT administrators can upload files to a member profile to keep everything in one place. For example, you can upload a copy of a signed immunization record, medication authorization form, doctor's report, or even specific waivers to the Files area.
Enterprise Licensing Package feature: When an ePACT administrator uploads a file to a member's profile, the administrator can select to share the file and make it viewable to the parents/guardians through their My ePACT account. Please contact your ePACT Customer Success Manager for information on enabling this feature on your dashboard or upgrading to the Enterprise Licensing Package.
PLEASE NOTE: While administrators can upload a file to a member's profile with their organization, they cannot upload a file to a member's record to satisfy a requirement when completing an online record. Please CLICK HERE for instructions on how to upload a file when completing an online record.
1. Click the Files icon in the Actions column for the selected member.
2. Click Upload File.
3. You will see the possible types of files you can upload. Select the right category and click Browse Files. Select the desired file to be uploaded and click Open. It will appear under the correct category. If your organization is on the ePACT Enterprise Licensing Package, you will have the option to select whether to Share or Unshare the file with the parent/guardian.
4. Click "Back" to return to the Files page.
5. You'll see the file you uploaded on the left side of the page. Files can be downloaded by admins individually or all at once. This file will also be accessible on the ePACT Admin App when the mobile device has an internet connection.
ENHANCEMENT AVAILABLE FOR ENTERPRISE LICENSED DASHBOARDS
Your dashboard can be enabled to allow admins the option to Share or Unshare admin-uploaded files with the member's parent/guardian at any time, by clicking on the link beside each file's title.
