Policy Report (FAM-9)

Available formats: HTML/PDF

The Policy Report allows you to generate a printable version of your Family Policy.

Available filters are:

  • POLICY:
    • Policy Version – allows you to choose which version of the Family Policy to print. The policies are listed in chronological order, so the current version is always the last one on the list.
    • Policy Type
      • Billing Authorization
      • Policies and Procedures
      • Waiver of Liability

NOTE: Leaving these fields blank will print all policy types related to the most recent version of the Family Policy.

  • DISPLAY OPTIONS:
    • PRINT GUARDIAN NAME AS ‘LAST NAME, FIRST NAME’: by default, the report shows the Guardian name in FIRSTNAME LASTNAME format. By enabling this option, you can reverse this to LASTNAME, FIRSTNAME, making it easier to sort in Excel or another spreadsheet program.

Need More Assistance?

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