Basic Invoice
Simple itemized invoice.
FinancialDocument library
Invoices, intake packets, house rules, HIPAA forms, clinical notes — browsable here. Generate them in JobGenie with your branding filled in.
Simple itemized invoice.
FinancialProof of payment received.
FinancialPriced estimate for the customer.
FinancialWarm intro after they sign.
GeneralThank the customer and ask for a review.
GeneralNew resident application — contact, referral, insurance, court status.
HIPAA/LegalResident agreement / code of conduct — curfew, chores, guests, discipline.
House RulesRent, deposit, late fees, and payment terms.
FinancialHow protected health information is used and disclosed.
HIPAA/LegalAuthorize release of information to a named party.
HIPAA/LegalAssumption of risk and hold-harmless agreement.
HIPAA/LegalInformed consent for random drug and alcohol testing.
HIPAA/LegalResident
HIPAA/LegalLetter verifying a court-ordered resident
HIPAA/LegalAttendance, drug tests, and participation for probation/court.
HIPAA/LegalDocument a rule violation, incident, or concern.
ClinicalSummary of stay, reason for discharge, and continuing-care referral.
ClinicalAuthorization to run a background check as part of admission.
HIPAA/LegalConsent to copy and retain a government photo ID on file.
IntakePrimary and secondary emergency contacts for the resident.
IntakeTerms of residency — occupancy, fees, term, and termination.
AgreementsZero-tolerance sobriety policy acknowledgment.
House RulesBehavioral expectations for a safe, respectful house.
House RulesCurfew times and check-in requirements.
House RulesPhone-use expectations in the house.
House RulesRules for approved visitors and visiting hours.
House RulesDesignated smoking areas and rules.
House RulesPersonal vehicle registration, insurance, and parking.
House RulesProhibited items and search consent.
House RulesWeekly chore responsibilities for the house.
House RulesOptional consent to use photos/testimonials (revocable).
HIPAA/LegalResident progress note — status, goals, and plan.
ClinicalWritten agreement when a resident is on warning.
ClinicalDocuments a rule violation and corrective action.
ClinicalResident grievance and resolution tracking.
House RulesSummary of drug-test history for a court or probation officer.
HIPAA/LegalVerifies AA/NA / recovery-meeting attendance.
HIPAA/LegalResident
ClinicalNotice of discharge for a rule/safety violation.
ClinicalRoom condition, key return, and deposit reconciliation.
IntakePost-move-out recovery plan and supports.
AlumniMonthly program-fee invoice.
FinancialNotice of past-due balance and late fee.
FinancialStructured plan to bring a balance current.
FinancialReceipt for a security deposit paid at move-in.
FinancialOpen a live demo or talk to us — every document generates with your logo and details filled in.
Sales assistant — not a CRM demo
Demos, Task Genie, industries — ask anything.