I have a few questions I am hoping can be answered in this group. Is there a way to copy a form template in Procentive and rename it to have all staff utilize? I know that I can copy a note that is already in a client's file, but I would want this to be a form that staff can choose. We are wanting to have a form for Tx Plan Development. Is Procentive the only one that can change forms etc...

Second we have multiple programs and would like the Tx Plan to flow to each program with one Tx plan instead of having let's say one tx plan for CTSS and another for MH. Is this a simple as adding the program to the Tx Plan form? 

Thank you for any information

Teresa

Procentive's Online Community is a community of real people who collaborate on answers, solutions, and ideas about the products and services they love — and the ones they wish were better. We invite you to make your mark here, but we do have a few rules. For everyone’s sake, we are committed to enforcing these guidelines.

Be your awesome self

People will respect you more, engage with you more often, and treat you like a real person if you use your actual identity here. Have the courage to be you.

Tell it like it is

We’re into transparency, honesty, and truth. This community is based on the contributions of real people who put their reputations on the line. Be one of them. Ask tough questions and reward the candor of others.

Win friends and influence people

Get noticed! This community is designed for discovery, direct involvement, and personal recognition. Connect with people, talk about what you care about — your passions — in a way that reflects who you are.

Have (good, clean) fun!

We’re cheerleaders for any activity that encourages the spirit of fun, so long as it doesn’t hurt other people. Please, no blonde jokes — or any words or images that come at the expense of others. Be sensitive to other users around you.

Be constructive with your criticism

Foster healthy conversation and debate without ever attacking people personally. Ask yourself the question: Would you say it to their face?

Spread the wealth

Make the community a richer place by sharing your experience and insight. You may have the perfect answer to someone else’s burning question. This is the substance of an online community. It’s how you give back to the community.

Don’t be naughty

Make sure you have the right to publish any content you post to this community, and don’t violate the privacy of others. It’s okay to rave about the products or services you love, but only if it’s relevant to the conversation. If you’re here to promote your company or internal agendas, your posts are likely to be removed by a moderator.

No trolls!

Troll: “a person who sows discord on the Internet by starting arguments or upsetting people, by posting inflammatory, extraneous, or off-topic messages in an online community (such as a newsgroup, forum, chat room, or blog) with the deliberate intent of provoking readers into an emotional response or of otherwise disrupting normal on-topic discussion.” https://en.wikipedia.org/wiki/Internet_troll

Social Ecosystem

How will you choose to communicate?

Unfavorable Environment

If you are unhappy with this online community, please quietly detach/disengage/disconnect/separate and leave the group. Or, submit a ticket with potential changes that would help you favor this environment.

Who is Welcome

Any Procentive users (i.e. if you can log in to Procentive, you belong here). The life of this community is dependent on active participation from Procentive users across all roles and permissions at your agency.



Thank you for considering these rules, which are, themselves, carefully considered. As with any community, it’s up to each of us to create and participate in open conversations that can bring us together — and sometimes tear us apart. Our hope is that by sharing our passions we will grow more passionate, more wily, maybe even a little crazy, but we always pledge to be engaged and open to other voices.


Pat Stream, Customer Success Manager

Attention Procentive Customers:

We want to inform you that we are aware of a known issue where users are receiving an error when trying to access Procentive or having trouble logging in. We want to assure you that we are actively working to resolve this issue as quickly as possible.

We will provide another update once this has been resolved.