FAQ - What documents do you upload to CRM, and where do you upload them.
This section lists the standard approach to be adopted by practitioners when uploading documents in CRM.
**Suggested naming convention for Document > Document Name YYYY-MM-DD
As a rule, documents are uploaded at to specific levels:
at the Client Contact level if they pertain to the individual
at the Service File level if they pertain to the delivered Service
at the School Booking/event level if they pertain to the delivery of an event,
… as follows:
Type of document
| Level at which the document can be uploaded |
60i Certificate | Contact |
AVO | Contact |
CCS Service Specific Questions | Service Event |
Client Establishment Form | Contact |
Common Approach Assessment Tool | Service File |
Consent Form | Contact |
Court Orders | Contact |
DOORs 1 Document | Contact |
DOORs 2 Document | Service Event |
DOORs 2 Practitioner Action Plan | Service Event |
eReport | Service Event/School Booking Record |
Fee Waiver | Contact |
Family Action Plan | Service File |
FMHSS S&D Questionnaires | Service File |
Group Intake Document | Contact |
MRG (Mandatory Reporting Guide) | Service Event/School Booking Record |
Parenting Agreement/Parenting Plan/Parenting Orders | Service File |
Proof of ID | Contact |
Release of Authority | Contact |
Subpoena | Do not upload to CRM – upload Central Subpoena Register only |
Universal Intake Form | Contact |
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