Document Types
The first screen is for the selection of the type of document you will want to open.
- The number of documents available and/or names will differ from Agency to Agency.
- You can show inactive templates by clicking the switch in the top right corner.
- By default, it will display all available templates approved by the Agency that are active.
These are the most common templates used by the Agencies.
- Appointment Note
- Service Log
- Monthly Report
- Supervision Log