My Documents (My Office) List Page

The My Documents(My Office) list page offers a lot of valuable information. This list page will give you the ability to manage all your documents in one place.

  1. Click on the Search icon.
  2. Type “My Documents (My Office)” in the search bar.
  3. Select “My Documents (My Office)” from the search results.

This brings you to the My Documents List Page. 


    1. All Clients: Filter by Primary Clients or Non Primary Clients
    2. Documents: With this filter you can filter out which documents you want to work on such as “Progress Notes” or “CalAIM Assessments”
    3. Status of Documents: You can filter by In Progress, Signed, Co-Signed, etc.
    4. Filter by Due Date
    5. From Date and To Date: You can filter by predetermined date ranges or custom dates
    6. Include External Documents


    1. Client: Here you will find the client’s name. The hyperlink will take you to the Client Summary screen. 
    2. Document/Description: The name of the document will appear here. Thee hyperlink will take you to the actual document. 
    3. Effective: The date the document became effective. 
    4. Signed: this field will tell you if the document has been signed or not. 
    5. Ver.: The version of the document. 
    6. Due Date: If the document has a due date it will appear here. 
    7. Staff to sign: If it is pending a staff signature you will see it here. 
    8. Author: Your name will appear here. 
    9. Others to sign: This is where you will see the clients name or someone signing on behalf of the client. 
    10. Associated Documents: Here you can click Add. 

Upper Right-Hand Icons

    1. New Favorites Icon: Clicking on the “new favorites” icon will allow you to add this screen to your favorites for quick access.
    2. Favorites Icon: If you have this listed as your favorite already, when you hover over this icon, it will tell you the favorite name.
    3. Export Icon: This icon is available to admins. You will be able to export the data from this screen into an excel spreadsheet.

Exported Fields

  1. Exportable fields are as follows:
    1. Client (Last, First, Client ID)
    2. Document/Description
    3. Effective Date
    4. Status
    5. Due Date
    6. To Co Sign
    7. Client to Sign
    8. Author
    9. Has More than One Version
    10. Associated Documents
    11. Client Name without ClientID