Short answer
Press Download record on a client’s or caregiver’s profile (it may be under More). Under Which record, choose Service documentation for visits with their evidence, Client intake record for a client’s registration, intake call, payer details and consents, or Personnel file for a caregiver’s hire record, credentials and training sign-offs. Disclosures and forms are included too. Untick anything the audit does not need, then download or email it. Save what’s ticked as my own layout keeps your version for next time.
Step by step
- Open the client or caregiver profile and press Download record.
- Under Which record, choose Client intake record or Personnel file.
- Untick any sections you do not need.
- Download or email it, or press Save what’s ticked as my own layout first.
Good to know
- Training sign-offs only prints just a caregiver’s signed training acknowledgments.
- Insurance, Medicare and Medicaid numbers your permissions hide print as Not shown to you.