Exploring the Documents Module

The Documents module allows you to compile various images and PDF files in the VerifyCare app. With this feature, you can upload and organize all the important documents you need for your Care Recipient. With the ability to create custom categories, storing copies of bills, receipts, insurance cards or any other type of document has never been easier. Your documents will always be at your fingertips with VerifyCare.

1. Tap “More” on the main navigation bar
2. Locate “Documents” under the list of modules

How to add a Document

1. Tap on the plus icon
2. Type in a name for your document
3. Classify the document type by utilizing a selection in the Category field
4. Create a custom category by selecting “Other”
5. Create a name for your new Category Type
6. Add in notes to your document if desired
7. Tap the paper clip icon to attach a PDF, an image, or capture a new image
8. Tap “Save”

How to edit a Custom Category name

1. Select the custom category you would like to edit
2. Tap on the pencil icon next to the category name
3. Make your changes as needed
4. Tap “Save”

Custom categories are automatically removed from the Category list when there are no documents assigned to the category.

How to edit a Document

1. Select the Document Category you would like to view
2. Locate the document you would like to edit
3. Make your changes as needed
4. Tap “Save”
5. A pop-up will as you if you would like to overwrite the document
6. Tap “Yes” to confirm or “No” to keep the original document

How to delete a Document

1. Select the Document Category you would like to view
2. Locate the document you would like to delete
3. Tap the “delete” button at the bottom of the entry
4. A pop-up will ask you if you would like to delete the document
5. Tap “Yes” to confirm or “No” to keep the document

How to export a Document

1. Locate the document you would like to export
2. Tap on the document’s image
3. Select the export icon above the image
4. You will have various options to export your documents depending on your device

How to sort Documents

1. Select the Document Category you would like to view
2. The documents will be sorted in a default order
3. Press and hold the document you would like to move
4. Drag the highlighted document to the desired location
5. Or tap the dropdown under “Sort by” to choose an alternate order such as alphabetic or by date