Workspace
Document templates
Share blank forms with clients, preview templates, and see example PDFs filled with fictional data. Completed client documents are never stored here.
Branding & wording
Name, logo, contact details and approved document wording.
Form field inventory
Every question, field and signature from the source PDFs.
13 items still need owner approval — the app is not ready for real client use until all business details and flagged document sections are approved. Review in settings.
Packets
New client intake packet
5 documents
Evaluation questionnaires
3 documents
Client Registration & Consent
Client Information
SAP Registration packet, page 1 · Rebuilt layoutNeeds approval
Consent for Counseling
SAP Registration packet, page 2 · Rebuilt layoutNeeds approval
Fees & Billing Policy
SAP Registration packet, page 3 · Rebuilt layoutNeeds approval
Authorization to Disclose PHI
SAP Registration packet, page 4 · Rebuilt layoutNeeds approval
Notice of Privacy Practices
SAP Registration packet, pages 6–7 · Rebuilt layoutNeeds approval
Assessments
Drug Screening (DAST)
DAST/MAST/BAM packet, page 1 · Rebuilt layout
Alcohol Questionnaire (MAST)
DAST/MAST/BAM packet, pages 2–3 · Rebuilt layout
Brief Addiction Monitor (BAM)
DAST/MAST/BAM packet, pages 4–6 · Rebuilt layout
Reinstatement & Attendance
DISA Reinstatement Agreement
SAP Registration packet, page 5 (DISA Global Solutions form) · Fills the original pageNeeds approval
AA Attendance Log
AA Attendance Log (blank) · Rebuilt layout