How to Customize Client Intake PDFs


When sending client referrals to communities, it's crucial that you only share information relevant to what those communities need. As such, you can customize the exact information that is generated on the Client Intake PDFs in Senior Place. There are two levels to this customization: Basic & Advanced:

  • Basic - This allows you to customize core information like contact names, email addresses, and location details. This customization can quickly be done on a case-by-case basis to better address unique situations.
  • Advanced - This allows you to customize whether or not intake details, like health needs, preferred amenities, and financial information get shared with communities. This customization is typically done once and is set for all clients in the future.

In the tutorial below, we'll go through how to use both levels of customization. Jump to each section using these links:


Basic

Within Basic customization, you can set Defaults as well as make adjustments on a Case-by-Case basis. We'll go over each method below:


Default Settings

Note: These defaults are set on a user by user basis. You defaults can be different than your colleague's defaults.

1) Navigate to the Client referrals setting

  1. Click the Settings Cog ⚙️
  2. Choose Settings
  3. Navigate to My settings
  4. Go to Client & Client referrals
  5. Scroll down to Client referrals

2) Check/uncheck default settings as desired

Using the checkboxes, adjust your default Client Intake PDF settings as needed.


Case-By-Case

When sending out referrals for a specific client, you can adjust Basic settings on the fly.


1) Click Optional Client/Contact Details

From within the referral email builder (learn more about that here), click the Optional Client/Contact Details button.

2) Check/uncheck details as needed


Advanced

Note: Only Administrator users will have access to this Advanced customization.

If you want to customize the visibility of any other fields on the Client Intake PDF, you can do so on a field-by-field basis.


1) Navigate to Agency Settings > Customize

  1. Go to the Settings Cog ⚙️
  2. Choose Settings
  3. Navigate to Agency settings
  4. Choose Customize

2) Find the Field you want to Show/Hide

This next step involves finding the specific field you want to show or hide on the Client Intake PDF. The easiest way to do this is by using Ctrl + F and searching for the field. In the example below, we use Ctrl + F to search for Past Profession.


3) Click the Field you want to Show/Hide

Once you find the field (like Past Profession), click on it. It will take you to a page where you can customize the field settings. See this tutorial for more information.


4) Scroll down to the Client section

Within this section, you can choose between three visibility options on the Client Intake PDF:

  • Show only if set - This means that the field will only show up on the Client Intake PDF if it is filled in or selected in a client's profile.
  • Always show - This means that the field will always show on the Client Intake PDF whether or not it's filled in or selected on a client's profile.
  • Never show - This means that the field will never show on the Client Intake PDF even if it's filled in or selected on a client's profile.


5) Click Save

Once you've made a change, make sure you click Save to enact that change.


6) Repeat for any other fields (optional)

For any other fields you want to show/hide on Client Intake PDFs, you'll want to repeat the steps we just walked through.


Have more questions? Feel free to reach out to us at support@seniorplace.io!

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