Introduction
This article will provide you with an overview of program print templates as well as instructions on adding one for the Foster Care/Residential system. Print Templates are printable forms that auto-fill with information from a Program (for cases). These completed forms are not saved/stored in the system, but can be regenerated at any time with up-to-date information from the program database. Examples of print templates are face sheets or case note summaries.
Prerequisites
An extendedReach User ID with one of the following user permissions:
- Full Administrator
- Restricted Administrator - Forms Administration
Demo
Overview
Print Template Information
Above screenshot shows the location of items 1-9 covered below.
- Template Name: Name of the print template.
- Menu Order: The number you assign will determine the order in which this template appears in the menu found within a specific program.
- Program: Name of the program using the print template. If the program has program categories, you can select which ones the print template is available to.
- Options: Options determines who can see the print template.
- Hide for “Straight Adoption” cases: Hides the print template for straight adoption cases.
- Hide for “Foster Care Only” cases: Hides the print template for foster care cases.
- Hide for “Non-Residential” facilities: Hides the print template for non-residential facilities.
- Hide for “Residential” facilities: Hides the print template for residential facilities.
- Hide if not a Sib Group: Hides the print template if the client is not linked to a sibling group.
Related Document(s)
Above screenshot shows the location of items 1-5 covered below.
- Type: Can select File - Use Field Codes for a field coded Word document, and File - Field Codes for a non field coded Word document.
- Paperclip Icon: Use the paperclip icon to attach the Word document print template.
- Trash Can Icon: Select the document you want to delete then click the trash can icon to allow for deletion when the print template is saved.
- Past Versions: Select to show the past saved and updated files from the last 45 days.
- Having trouble editing documents?: Select for instructions on downloading and installing the extendedReach Plugin.
Instructions
Follow the below instructions for adding a program print template by selecting the "Get Started" button below.