Documentation & Forms (Associate Handbook)

This section covers what associates must collect, where it lives, and how to keep records complete.

What belongs here

• Required forms (consent, intake forms, policies clients must acknowledge)
• Where forms live and how to confirm they’re completed
• Documentation standards (what is required and when)
• Handling missing forms (what to do / who to contact)

Procedures to add next (placeholders)

• Required forms checklist (new client):
  • ./Required_Forms_Checklist_New_Clients.md
    • Intake form (sent automatically by Jane)
    • Parental consent for children 13 and under (sent manually by associate; stored in Jane)
    • Release of Information (ROI) if counsellors will discuss a client’s case amongst counsellors (sent by primary associate; stored in Jane)
• Missing form workflow (associate vs admin responsibilities)
• Document naming/storage expectations (if any)

Templates / references

• ./Reference_Client_Letter_Information_Guidelines_CRPO_Aug_2025.md
• ./Template_Client_Disability_Claims_Short_Term_Leave.md
• ./Template_Client_Disability_Claims_Short_Term_Leave_Factual.md
• ./Documentation_Requests_Policy.md
• ./Documentation_Requests_Associate_Response.md
• ./Documentation_Fees_Client_Letters_and_Reports.md
• Safety and no harm agreement template (stored in Jane after signing):
  • ../Clinical_Consultation_and_Escalations/No_Harm_Contract_Template.md
• Safety plan template (stored in Jane after signing):
  • ../Clinical_Consultation_and_Escalations/Safety_Plan_Template.md