How to capture or upload a client photo

Adding or Updating a Client Photo

There are three options for adding a client photo:

1. When initially adding a client 
2. Enrollment Wizard phase
3. Any time after the client has been added to account, from the Client Chart.

Option 1: Add a Photo When Creating a New Client

1. When adding a new client, a pop‑up window will appear prompting entry of the client’s information.
2. In the lower‑right corner of this window, the user will see the option to Take Photo.
3. Click the tab and follow the prompts to complete the photo process.
4. Finish entering the required information and save the new client record.

Option 2: Add a Photo through Enrollment Wizard

1. User begins enrollment process on client account.
2. From client chart select to Add Enrollment, a pop‑up window will appear prompting entry of pertinent information.
3. Upon completion, user will select to Save and Start Wizard.
4. Enrollment Wizard will launch
5. In section one, there is a Client Photo tab
6. Click the Add button and follow the prompts to complete the photo process.
7. Return to Wizard to finish entering the required information and save the client enrollment.

Option 3: Add or Update a Photo from the Client Chart

1. Open the client’s record.
2. Click the Documents tab on the left side of the screen.
3. Inside the Documents section, select the Photos tab.
4. Click the Add button located on the right-hand side.
5. A pop‑up window will appear where the user may choose:
   • Take Photo, or
   • Upload Photo
6. Follow the prompts based on the chosen method.

Photo Methods

Take Photo

1. Click Take Photo.
2. A camera window will open.
   • Ensure the client is visible and centered on the screen.
3. Click to capture the photo.
4. Click the check mark in the upper-right corner to accept the image.
5. The system will navigate to the Edit Client Photo screen.
   • Verify client details in the header.
   • Make any needed edits.
   • (Optional) Select Set as Primary Chart Photo by checking the box below the image.
6. Click Save.

Upload Photo

1. Click Upload Photo, or drag and drop an image into the center box of the upload window.
2. After the file finishes uploading, the system will return to the pop‑up box showing the uploaded image.
3. Click Next (lower-right corner).
4. The system will open the Edit Client Photo screen.
   • Verify client details in the header.
   • Make any desired edits.
   • (Optional) Select Set as Primary Chart Photo by checking the box below the image.
5. Click Save.