> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# UIF-indienings

1. Kies PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_zhw0oy.png)

2. Kies "Other"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_10w6zdg.png)

3. Kies "UIF"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_eaexqy.png)

4. Klik op "UIF Current Month"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_2fm4zr.png)

5. Filter die verslag soos benodig

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_9nc5qr.png)

6. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_yfko7n.png)

7. Klik op "Files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_x6sc3l.png)

8. Klik op "Upload to current file categories"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_3meo9y.png)

9. Kies die kategorie

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_14720n5.png)

10. Kies die file

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_10dn4ym.png)

11. Kies aan wie die e-pos gestuur moet word, of voeg 'n ander ontvanger by.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lbcw0f.png)

12. Klik op "Upload Files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_zptwyb.png)

13. Die kliënt sal nou 'n groen regmerkie hê om aan te dui dat 'n file vir hierdie kliënt opgelaai is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ide2jn.png)

14. Klik op die groen regmerkie en jy kan nou notas byvoeg en as voltooi stel. Jy kan ook ander gebruikers in kennis stel.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_jhsun4.png)

15. Klik op "Save"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_86g7gm.png)

16. Die verslag sal jou wys watter UIF-indienings gedoen is of nie gedoen is nie, of die files opgelaai is en of daar notas is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1tsj0sq.png)

17. Die verslag sal ook die totale UIF-kliënte vertoon, en die persentasie van elke maand wat voltooi is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_124jtoq.png)

18. Klik op "UIF Twelve Months"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_pdysgg.png)

19. Klik op "files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_q84pth.png)

20. Klik op "Upload to current file categories"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_fov07y.png)

21. Kies die kategorie

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_ackrli.png)

22. Kies die file

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1lrwcz4.png)

23. Kies aan wie die e-pos gestuur moet word, of voeg 'n ander ontvanger by.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_ko6ke0.png)

24. Klik op "Upload Files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_uouvmz.png)

25. Die kliënt sal nou 'n groen regmerkie hê om aan te dui dat 'n file vir hierdie kliënt opgelaai is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_z2md6y.png)

26. Die verslag sal ook die totale UIF-kliënte vertoon, en die persentasie van elke maand wat voltooi is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_582axo.png)