The Document Center lets you create customizable documents that pull in dynamic client data to generate personalized client documents.
Accessing 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: all generated documents. You can search for specific documents using the search bar.
Templates: all document templates that have been created. Templates can be edited or archived.
Step 1: creating the template
The document template needs 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. Available block types include:
Text: Choose the text type, font, and font size, and add placeholder text.
Image: Select the layout and add a title.
Signature: Choose the position, add a title, and select whether to include the full name or date.
Client: Add a title and select one of the following categories:
Profile: Includes basic client information such as General Information, Health, About, Support, Geofencing, and Custom Fields. Select a layout, click Edit Fields, choose the fields to include, and click Save Changes.
Charting: Includes client charting data such as Goals, Medications, Notes, Incidents, and Forms. Use the Charting Type dropdown to select the type you want to add.
After you’ve finished customizing the form, click Publish
Published templates can be edited, archived, or deleted.
Note: After publishing, placeholders show where client data will appear once a client is selected.
Step 2: generating the document
Once your template is created, you can use it to generate a personalized document for clients.
Click + Create Document
Select the template
Click into each block on the document and complete the remaining information using the options on the right-hand panel:
Text: Type any additional text.
Image: Click Click to Upload to add an image, add a caption, and use Add Image to include up to 8 images.
Signature: Type the name and select the font.
Client Profile: Select the client whose data should populate the block.
Client Chart: Select the client and the date range for the charting data.
Click Save
Generated documents can be archived or deleted.
For questions on document building:
Contact your Customer Success Manager
Or email: [email protected]