Workflow Template Access & Downloads

Complete guide to accessing SUPR compliance templates based on your membership level

Stephanie Valentin

Last Update 6 giorni fa

Workflow Template Access by Membership Level

All workflow compliance templates are available to free members, with implementation guides included for comprehensive setup support.


What's Included for All Members

Free Access Includes:

  • All 9 SUPR compliance templates
  • Individual implementation guides for each template

  • Complete workflow implementation guide

  • Basic setup instructions and troubleshooting

Templates Available:

  • Site-Specific Referral Management (with implementation guide)
  • Adolescent SUPR Caseload Tracker (with implementation guide)
  • Adult Outpatient SUPR Tracker (with implementation guide)
  • IOP Tracker (with implementation guide)
  • Client History Database (with implementation guide)
  • Digital Client Dashboard (with implementation guide)
  • Editable Printable Client Dashboard (with implementation guide)
  • Handwritten PDF Client Dashboard (with implementation guide)
  • SUPR Workflow Implementation Guide


How to Access Your Templates

Step 1: Navigate to Free Resources

  • Go to main navigation menu
  • Click "Free Tools and Kits"
  • Select "Free Resources" from submenu
  • Look for "SUPR Workflow Management System" section

Step 2: Choose Your Templates

  • Review template descriptions to identify what you need
  • Click "Access Template" for Google Sheets/Docs versions
  • Click "Download PDF" for printable versions
  • Click "Implementation Guide" for setup manuals

Step 3: Customize for Your Program

  • Make copies of Google Sheets templates
  • Download PDF manuals for reference
  • Follow implementation guides for setup


Template Categories Explained

Digital Caseload Management:

  • Google Sheets templates with automated tracking
  • Require Google account for full functionality
  • Best for tech-comfortable teams
  • Include automated deadline calculations

Client Information & Compliance:

  • Portable tracking tools for field work
  • Available in digital, editable, and printable formats
  • Choose format based on workflow preferences
  • Professional appearance for client meetings
Included with Templates:
  • Detailed setup instructions
  • Customization guidance
  • Troubleshooting help
  • Formula explanations

Additional Support:

  • Live chat for technical questions
  • Email support for complex customization
  • Community forums for user discussions
  • Regular template updates and improvements


Important Notes

Template Licensing:

  • Templates are for your professional use
  • May be customized for your program needs
  • Not for resale or distribution to other organizations
  • Based on Illinois SUPR requirements - verify state compliance

Technical Requirements:

  • Google Sheets templates require Google account
  • PDF templates work with any PDF viewer
  • Implementation guides are PDF format
  • Mobile compatibility varies by template type

Getting Started:

  • Download the SUPR Workflow Implementation Guide first
  • Assess your program type and needs
  • Start with one template, then expand system
  • Use implementation guides for each template


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