Print Template - Case Note Summary

Introduction

This article will walk you through the process of adding reports/activities to case note summary print templates.

Prerequisites

• An extendedReach User ID with one of the following user permissions:
  • Full Administrator
  • Restricted Administrator - Forms Administration
• Have the field code <*CN> (for case files) <*HCN> (for home files) in your system found at:
  • Administration Menu > Organization Settings > Field Codes for Foster Care/Residential
  • Administration Menu > System Settings > Field Codes for General Case Management 
    • To add the field code to your system submit a ticket to support@extendedreach.com
• A Word document with at least the field code <*CN> (for case files) OR <*HCN> (for home files) added as a home or program print template. See the below for adding print templates:
  • Home Print Templates
  • Program Print Templates - Foster Care/Residential
  • Program Print Templates - General Case Management

Instructions - Program Report/Activity

Follow the below steps to add program reports/activities to case note summary print templates by selecting the "Get Started" button below.

Instructions - Home Activity

Follow the below steps to add home activities to case note summary print templates by selecting the "Get Started" button below.