Documentation

Some appointments will require you to also complete documentation. We let you know a few different ways if you need to complete documentation and also a few different ways to get to it.  The most prominent way to see if you have documentation you need to complete is from the Home screen in the DOCUMENTS section. Documents will be grouped by contact. Additionally service recipients whose appointments have outstanding documentation will have an orange document icon on the top left of the contact icon in each EVENTS in the EVENTS section.

The final way we let you know there is documentation for an appointment is by the system opening it for you after a check out. Once you have saved your check-out, the app will bring you directly to the documentation screen for that appointment.

From the documents screen itself, you can save an individual form and move on to the next by either clicking the save icon in the top left hand corner of the screen or by clicking the "Save" button on the form itself. If you want to close all documents and come back to them later, you can click the 'Home' icon in the top right to return to the Home screen. Clicking "Submit" on the form will attempt to submit the form. If there are any errors on the form, they will be prominently shown at that time. If the form is able to be submitted, a dialog will pop up asking you to confirm the submission. If it is unable to be submitted yet, based on your organizations business rules for each specific form, you will instead be asked to save the form and move on to the next. That form will still be available to work on later. Once successfully submitted, the form will no longer be accessable within the app.