How do I review a professional's documents?

After a professional has booked a shift at your facility, users on your account with the Admin, Shift Management, or Supervisor roles will have the ability to see the professional’s documents, including their State Licenses, PCR COVID Test status, Driver's License and more.

Documents can be viewed and downloaded onto your device through the Professionals page and Calendar view on the desktop and mobile apps.

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Desktop instructions

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Viewing documents through the Professional’s page

1. Select Professionals from the left panel, followed by Favorites + Booked
   
   
2. Locate the professional by using the search bar, or scroll under your Upcoming, In progress, or Past shifts to view their profile.
3. Select the professional’s profile, followed by View Documents.
   
   
4. Select the documents you wish to view or download, followed by Download selected or Print selected.
   
   

Viewing documents through the Calendar view

1. Open the Clipboard Health app on your computer.
2. Select Calendar on the left panel
3. Select the worker type above the calendar, followed by your date/shift.
4. Select your shift from the right-hand menu to see a drop-down with the shift’s details.
   
5. Select View docs.

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Mobile instructions

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Viewing worker documents through the Worker view

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"Favorites" have been replaced by A-Team in the Salt Lake City, and Provo markets.

If you’re in these markets, you will see the “All, Upcoming, and In Progress” options instead of “Favorite, Upcoming, or Past”. Learn more about A-Team here.

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1. Select Workers to review your workers.
   
   
2. Select Favorite, Upcoming, In progress, or Past to locate the worker whose documents you want to review.
   
   
   
   
3. After selecting a worker, select view documents to get a preview of each document and click on any document to download it onto your device.
   
   
   
   
4. Select on any document to view any document you need from the worker.
   
   
   

Viewing worker documents through the Calendar view

1. See your calendar tab.
   
   
   
   
2. Navigate to the bottom of your calendar to select the worker.
   
   
   
   
3. See shift details from your worker and select more.
   
   
   
   
4. Select on any view document to view any document you need from the worker.
   
   
   
   
5. Select on any document to view any document you need from the worker.
   
   
   

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