---
title: Auto-Generate Client Documents
description: Document Hub
---
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# Auto-Generate Client Documents
## With Billiyo Document Hub you can be sure your documents are being generated on time and with our add on service you will have the ability to monitor and QA the documents so you remain in compliance.
Accessible to all:
**Document Grouping**.
With Document Grouping you have the control of creating groups of documents or single documents to be auto generated based on intervals of care.
To get started head to the Document Hub in Dashboards.
To get started click on the . 
A Pop Up will appear.
Here you will choose:
- Set up for client
- Document grouping name- a free text field
- Who are receiving the following services- based on the requested services in the client profile under the ***services tab***.
- Due in (Based on Start of Care)- this is the Start of Care Date in the ***services tab***.
- Automatically generate the following documents that need to be completed
- A Multi select list of documents to be generated
Once you have selected all the appropriate fields don't forget to hit .
Once you hit , you are all set. The Documents you have chosen will generate based on the frequency that you have selected to the clients who have the requested services in the services tab of the client profile.
Your QP will have these documents available in the documents Tab of the app on the date of the documents being due.
For Skilled Care agencies the document will be attached to the assessment that is scheduled to match the frequency that you have chosen and the user will not be able to clock out without completing the documents or skipping them.
Tap on the clipboard to complete the document.
To mark them skipped or permanently skipped, click on the check mark at the top right of the page.
Marking the document skipped or permanently skipped is a one way street. This action can not be undone.
To Learn More about completing documents on the clinical application, please go to client documents on the clinical application: [Click Here.](https://knowledge.billiyo.com/knowledge/client-documents-on-the-clinical-application?hsLang=en)
#### Document Hub as an add-on service or Paid Version:
For those Billiyo Customers who choose to add on this service.
In this version you will be able to see a calendar of when documents are due.
You will be able to see when documents have been completed and skipped.
You will be able to view PDF versions of the completed documents straight from this page and QA the documents, sending failed documents back to QP's for completion.
The clinical app will display a Document hub for QP''s to complete documents and documents will be attached to visits scheduled on the date of your choosing.
You will be able to send documents out for completion and signature via fill and send email and fill and send fax.
(Communications package is required for fill and send fax.)
In List View You can start filling out the document here, using the "eye" icon under the "Action" column. Once they save, the changes they make should reflect to the user who opens the document next on mobile app or web.
You will find analytic headings related to timing.
You can download a PDF or CSV file to review offline (file should contain information of date range filtered for in the "Due On" filter above top left of table).
To sign up for the paid version of Document Hub, Please reach out to your CSM.
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