Each profile has two document areas with different purposes.
Supporting Documents
Supporting Documents are general attachments such as clinical letters, plans, schedules, photos, spreadsheets, and videos. They do not have a signature or versioning workflow.
On the web, open the profile's Supporting Documentation tab. In the mobile Documents tab, supporting files appear under Attachments.
Anyone with access to the profile can upload a Supporting Document on the web when the feature is included in the organization's plan. The Edit Profile permission does not control document uploads.
Required Documents
Required Documents are versioned PDFs used when team members need to acknowledge a Client Plan of Care or similar guidance before tracking data.
You do not need a special signable PDF or a PDF with signature fields. Upload a regular PDF and BEHCA handles the electronic signature, records the audit details, and can add a signature appendix when a Manager downloads the signed copy.
Required Documents are available to organizations on the Residential plan.
Major versions require users to sign again. Minor versions retain signatures from the current major version.
On mobile, these appear under Required in the Documents tab.
How to choose
| If the file is… | Use… |
|---|---|
| A care plan that team members must acknowledge | Required Document |
| A clinical letter, lab result, photo, spreadsheet, or reference file | Supporting Document |
| An attachment for a specific Incident Report | Attach it to the Incident Report |
Supported Supporting Document files
BEHCA accepts:
- Documents:
.txt,.doc,.docx,.pdf,.xls,.xlsx,.csv,.rtf - Images:
.jpg,.png - Videos:
.mp4,.webm,.mov
PDFs, JPG/PNG images, videos, CSV, and text files can be viewed inline on the web. Word, Excel, and RTF files are accepted but cannot be previewed in the web viewer.
Required Documents must be PDFs.
Self-reporting access
A person using BEHCA's limited self-reporting interface does not see the profile's document areas. A team user who also has their own profile can still see documents while using BEHCA in their team role.
Signatures and manager tools
Team members with access to the profile can expand a Required Document's signature count to inspect recorded signatures.
Managers and Billing users can also:
- Add and version Required Documents
- Select Download with signatures to download the original PDF with its signature appendix
- Review signature events under Admin Reports → Compliance Log
- Restore removed Supporting and Required Documents from the documents archive