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Template documents

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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
  • Monitoring and Supervision form