2. Uploading supporting documents

Matthew

Matthew

Last updated on Jul 21, 2026

Supporting Documents is the place for files and notes you want to keep alongside a profile that don't fit BEHCA's structured forms. This is separate from Required Documents (Client Plan of Care), which have versioning and signatures — see Signing a Required Document.

What to use it for

  • GP letters and clinical correspondence.
  • Behavior Support Plans (when not used as Required Documents).
  • Visual supports, schedules, routines.
  • Photos of medication labels.
  • Lab results and test reports.
  • Video clips for reference (not incident-report attachments).
  • Old paper records you're digitizing.

The web page also has a Supporting Documentation text area for plan content that others can reference without opening a file.

Where to find it

On the web

Open the profile and select Supporting Documentation. Uploaded files appear under Uploaded Attachments.

On mobile

Open the profile's Documents tab. Supporting files appear under Attachments, and signable documents appear under Required.

The mobile Documents tab is for viewing these files. Upload Supporting Documents from the web app.

Uploading a file

  1. Sign in at app.behca.com (US) or au.behca.com (Australia).
  2. Open the profile's Supporting Documentation tab.
  3. Scroll to Uploaded Attachments.
  4. Click Upload.
  5. Pick the file from your computer.
  6. The file appears in the list when the upload finishes.

Anyone with access to the profile can upload here when Supporting Documentation is included in the organization's plan. Turning off Edit Profile does not disable document uploads.

Supported file types

  • Documents.txt, .doc, .docx, .pdf, .xls, .xlsx, .csv, .rtf
  • Images.jpg, .png
  • Videos.mp4, .webm, .mov

Very large videos may be compressed automatically after upload (and on web, files over 100 MB may be compressed in the browser before upload). If an upload fails, see Video upload errors.

No version history

Supporting Documents are a flat list of attachments for the profile:

  • No version history — unlike Required Documents, BEHCA does not track v1.0 / v2.0 for supporting files.

To replace a file, upload the new copy with a clear name. You can then remove the old copy. For documents that need formal versioning and signatures, use Required Documents instead — see Required Documents — for managers.

Viewing documents

  • Web — PDFs, JPG/PNG images, videos, CSV, and text files open in the viewer. Word, Excel, and RTF files are accepted but cannot be previewed in the browser.
  • Mobile — tap a file under Attachments to open it when the device supports that format.

On the web, file downloads are available to Managers and Billing users. If another team member cannot preview a file, they can ask a Manager for a copy.

Deleting

Managers and Billing users can remove Supporting Documents:

  1. Find the file in Uploaded Attachments.
  2. Click the trash icon on the row.
  3. Confirm in the modal.

The file is removed from the profile and moved to the documents archive. Managers can view and restore archived documents.

Who can see documents

Supporting Documents are visible to:

  • Team members and Guests with access to the profile
  • Managers and Billing users of the organization.
  • Users who are both a team member and the subject of a profile, while using BEHCA in their team role

People using BEHCA's limited self-reporting interface do not see profile documentation.

Common questions

  • Can I attach documents to a specific Incident Report? — Add files directly to the IR (photos and videos), not to general Supporting Documents.
  • Can I attach documents to a Daily Entry? — No. Daily Entries are text and structured fields. Supporting Documents stand alone on the profile.
  • Why is my upload failing? — Check file type and size. Large videos may need time to compress after upload.
  • Can a Guest upload? — Yes, if the Guest has access to the profile and Supporting Documentation is available on the organization's plan.

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