The Document Center lets you create document templates that automatically fill in client data, so you can generate personalized documents for each client.
Navigating the Document Builder
To access the Document Builder:
Click Documentation in the left menu
Click Documents in the left menu
There are 2 sections on this page: Documents and Templates.
Documents: Displays all generated documents. Use the search bar to find a specific document, then click to open it. Hover over a document to archive or delete it using the icons.
Templates: Shows all created document templates. Use the search bar to find a specific template, then click to open it. By default, only active templates are displayed. To view archived templates, click the Active dropdown and select Archived.
Creating Document Templates
Document templates need to first be created in order for a personalized document to be generated for the client.
Click the Templates tab in the top left corner
Click + Create Template
Build your template by dragging and dropping the content blocks from the right-hand panel onto your page and customizing each section.
Available block types include:
Text: A basic text block used to add written content. Choose the text type, font, and font size, and then add placeholder text.
Image: A block for adding images to your document. Select the layout and add a title.
Signature: A block for capturing a signature. Choose the position, add a title, and decide whether to include the full name or date.
Client: A block that pulls in client-specific information. Add a title and choose what information to display: Profile, Charting, Plans, Medications, Contacts, Training Logs, or Budgets.
Profile: Displays general client details. This can include General Information, Health, About, Support, Geofencing, and Custom Fields. Click Edit Fields, choose what you want to include, and save your changes.
Charting: Displays client charting data. This can include Goals, Medications, Notes, Incidents, and Forms. Use the Charting Type dropdown to select the type you want to display.
Plans: Displays the active client plans. This can include Behavior Plans, Human Rights, Goals, and Notes. Use the Select plan type dropdown to choose the type of data you want to display.
Medications: Displays the medications in the client's plan.
Contacts: Displays a list of contacts in the client's profile.
Training Logs: Displays a list of all caregivers who have acknowledged Person Specific Training for the client.
Budgets: Displays the active budgets included in the client's plan.
After you’ve finished customizing the form, click Publish
Published templates can be edited, archived, or deleted. Hover over a template and choose the action you want to take.
Generating Documents
Once a template is created, you can use it to generate a personalized document for clients.
Click the Documents tab in the top left corner
Click + Create Document
Find and select the template
Click Select client next to the template name and choose the client. All blocks will populate with that client's information.
Click into each block in the document to fill in any remaining details in the right-hand panel. This may include adding a title, name, or image. For client charting blocks, you can update the date range by selecting the block and adjusting the Date Range in the right-hand panel.
Click Save
Generated documents can be archived or deleted. Hover over a document and choose the action you want to take.
Exporting Documents
Once your document is set up the way you want, click the three dots next to the Save button in the top-right corner to either download it as a pdf or save it to the client's profile.
To download a PDF:
Click the three dots next to Save
Select Download PDF
The file will be saved to your computer.
To save to the client profile:
Click the three dots next to Save
Select Export to Client Profile
Click Select Client and choose the client
Enter a Document Name
Set an Expiration Date
(Optional) Choose to make the document Visible to Caregivers
Click Export PDF
The document will then appear in the Documents section of the client's profile.
For questions on document building:
Contact your Customer Success Manager
Or email: [email protected]