SUPR Template Customization Guide

SUPR templates became effective through years of customization to specific programs, caseloads, and work styles. Your results depend on how well you adapt them to your unique context - templates provide the framework, customization creates success.

Population-Specific Modifications

Adolescent Programs:

• Remove adult-focused fields (employment status, housing)
• Add school-specific contacts (counselors, IEP coordinators)


• Include grade level and parental consent tracking


• Modify review timelines for school calendar integration

Adult Programs:

• Remove grade levels and parental consent
• Add employment and housing status tracking
• Include legal status (probation, parole) monitoring
• Expand transportation and barrier documentation

IOP Programs:

• Add hours completed tracking
• Include attendance percentage calculations
• Modify review cycles for intensive requirements
• Add step-down planning fields

When to Add Fields:

• Your state requires additional compliance elements
• Funding sources mandate specific tracking
• Program protocols need documentation not covered

How to Add Fields:

1. Insert new column where logically appropriate
2. Create header matching existing format
3. Add data validation if using dropdowns
4. Apply conditional formatting if needed
5. Update any related formulas

Example Custom Fields:

• Court deadline dates for legal referrals
• Insurance authorization expiration tracking
• Medication compliance monitoring
• Crisis plan review dates

State-Specific Adaptations:

• Verify your state's SUPR timeline requirements
• Adjust deadline calculations if needed
• Add state-mandated documentation tracking
• Modify signature requirements per regulations

Funding-Specific Requirements:

• SAMHSA grants may require additional elements
• State funding often has unique compliance needs
• Private insurance may mandate specific timelines
• Federal contracts typically have strict documentation

For Editable Templates:

• Insert agency logo in designated areas
• Update program names and contact information
• Modify language to match agency terminology
• Add agency-specific form names

Creating Master Templates:

• Customize one master copy per program type
• Share masters with "View only" permissions
• Train staff to make individual client copies
• Establish naming conventions for consistency

Creating Dynamic Lists:

• Use separate sheet for dropdown source data
• Reference lists in data validation rules
• Update source sheets to change all dropdowns
• Consider using INDIRECT function for complex lists

Population-Specific Options:

• Different referral sources per program
• Varied service locations
• Program-specific staff assignments
• Population-appropriate barrier categories

Site-Specific Customization:

• Create separate templates per location
• Customize referral sources per site
• Adjust staff lists for each location
• Modify compliance requirements if regulations vary

Central Oversight Modifications:

• Add site identifier columns
• Create summary sheets for multi-site reporting
• Establish consistent data standards across sites
• Consider shared vs individual file structures

Testing Your Modifications:

1. Enter test data across all scenarios
2. Verify calculations work correctly
3. Test conditional formatting triggers
4. Ensure dropdowns function properly
5. Confirm sharing permissions work

Documentation:

• Record what you changed and why
• Create setup instructions for new staff
• Document any unique processes
• Maintain backup of original template

Still need help?

💬 Return to chat → http://sidekick.theunderratedsuperhero.com/chat/1icnse1rv

Or submit a specific issue report:

Points Issues → https://theunderratedsuperhero.com/member-form-page/submit-a-points-issue/ -

CE Course Issues → https://theunderratedsuperhero.com/member-form-page/ce-support/ -

Account Issues → https://theunderratedsuperhero.com/member-form-page/membership-help-form/ -

Event Issues → https://theunderratedsuperhero.com/member-form-page/event-help-form/

📧 Email: support@theunderratedsuperhero.com