Agency Settings
Your agency and worker details fill forms and letters. They are saved on this device only. Client information is never saved here.
Sample profile. Replace it with your agency's details before real use.
Content Waiting on Yvonne
Two curriculum references were removed from the in-app guidance. Confirm whether they need a replacement.
- Personal History substance-use guidance originally ended "as discussed in Module VII."
- Legal History guidance originally read "may interfere with eligibility (see Module III)."
Regional Provider Directories
Provider contact details from Yvonne's list. These stay on this device and are never linked to a client.
30 entries. Missing cities and ZIP codes must be completed before sending. Two individual clinicians with personal contact details are excluded.
Agency Provider Directory
Providers you saved from a case, with corrected records addresses and fax numbers. No client is linked to any entry.
No saved providers yet. Use Save to Agency Directory on any provider in a case.
Feedback on AI Suggestions
0 ratings this session. The export holds only the rating, the type of output, the time, and any comment. It never includes AI text or client details.