> ## Documentation Index > Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt > Use this file to discover all available pages before exploring further. # Form Templates Reference > System form templates shipped with Encore OS and their fields. Generated from code โ€” see PF-113. System form templates shipped with Encore OS โ€” **3 templates, 56 fields**. These are the org-agnostic defaults (no tenant-authored forms). Generated from the system template definitions and cannot drift from them. Federally required consent for disclosure of substance use disorder (SUD) treatment records under 42 CFR Part 2 ยง 2.31. Documents informed, voluntary consent specifying recipient, purpose, information disclosed, expiration, right to revoke, and the prohibition-on-redisclosure notice. CL core-owned due to Part 2 sensitivity, submissions stored with CL-level access controls and DS4P Restricted confidentiality coding. **Tags:** `consent`, `sud`, `42-cfr-part-2`, `disclosure`, `cl`, `compliance`, `phi` | Field | Label | Type | Required | | ------------------------- | ------------------------------------------------------------------------------------------------------- | --------------- | -------- | | `patient_name` | Patient Name | text | Yes | | `patient_dob` | Date of Birth | date | Yes | | `program_name` | Program/Facility Name | text | Yes | | `purpose_of_disclosure` | Purpose of Disclosure | select | Yes | | `recipient_name` | Information Will Be Disclosed To | text | Yes | | `recipient_address` | Recipient Address | textarea | Yes | | `information_to_disclose` | Information to be Disclosed | checkbox\_group | Yes | | `disclosure_start_date` | Consent Effective Date | date | Yes | | `disclosure_end_date` | Consent Expiration Date | date | Yes | | `right_to_revoke` | I understand I may revoke this consent at any time | checkbox | Yes | | `prohibition_notice` | I understand this information is protected by federal law and cannot be re-disclosed without my consent | checkbox | Yes | | `voluntary_consent` | This consent is voluntary and I have not been conditioned on signing | checkbox | Yes | | `patient_signature` | Patient Signature | signature | Yes | | `signature_date` | Date Signed | date | Yes | | `witness_name` | Witness Name | text | | | `witness_signature` | Witness Signature | signature | | Form for recovery housing residents to request advancement to the next program phase. Collects self-assessment, measurable program-participation evidence, and house manager endorsement. Used with the Phase Advancement workflow. **Tags:** `phase-advancement`, `recovery-housing`, `rh`, `resident`, `self-assessment`, `operations` | Field | Label | Type | Required | | --------------------------- | ----------------------------------------- | -------- | -------- | | `resident_id` | Resident ID | hidden | Yes | | `current_phase` | Current Phase | select | Yes | | `requested_phase` | Requested Phase | select | Yes | | `time_in_current_phase` | Weeks in Current Phase | number | Yes | | `meeting_attendance` | Recovery Meetings Attended (last 30 days) | number | Yes | | `employment_status` | Employment Status | select | Yes | | `community_service_hours` | Community Service Hours (last 30 days) | number | | | `ua_results_clean` | All UA results clean in current phase | checkbox | Yes | | `house_duties_compliant` | Compliant with house duties | checkbox | Yes | | `self_assessment` | Self-Assessment: Why I'm ready to advance | textarea | Yes | | `goals_for_next_phase` | Goals for Next Phase | textarea | Yes | | `challenges_addressed` | Challenges I've Addressed | textarea | | | `house_manager_endorsement` | House Manager Endorses Advancement | checkbox | Yes | | `house_manager_comments` | House Manager Comments | textarea | | Comprehensive intake form for recovery housing residents. Collects personal information, emergency contacts, referral details, insurance, brief medical and recovery background, program preferences, and required acknowledgments. Does NOT collect PHI-level clinical data (assessments, diagnoses) โ€” those are handled by CL core templates. **Tags:** `intake`, `admission`, `recovery-housing`, `rh`, `resident`, `onboarding` | Field | Label | Type | Required | | -------------------------------- | ------------------------------------------ | -------- | -------- | | `full_name` | Full Legal Name | text | Yes | | `preferred_name` | Preferred Name | text | | | `date_of_birth` | Date of Birth | date | Yes | | `gender` | Gender Identity | select | Yes | | `phone` | Phone Number | phone | Yes | | `email` | Email Address | email | | | `emergency_contact_name` | Emergency Contact Name | text | Yes | | `emergency_contact_phone` | Emergency Contact Phone | phone | Yes | | `emergency_contact_relationship` | Relationship | text | Yes | | `referral_source` | How were you referred? | select | Yes | | `referral_contact` | Referral Contact Name | text | | | `insurance_provider` | Insurance Provider | text | | | `insurance_id` | Insurance ID | text | | | `ahcccs_id` | AHCCCS ID (if applicable) | text | | | `medical_conditions` | Current Medical Conditions | textarea | | | `current_medications` | Current Medications | textarea | | | `allergies` | Known Allergies | textarea | | | `substance_history` | Substance Use History (brief) | textarea | | | `sobriety_date` | Sobriety/Clean Date | date | | | `previous_treatment` | Previous Treatment Programs | textarea | | | `program_preference` | Preferred Program Level | select | Yes | | `move_in_date` | Requested Move-In Date | date | Yes | | `length_of_stay` | Anticipated Length of Stay | select | | | `house_rules_acknowledged` | I acknowledge and agree to house rules | checkbox | Yes | | `consent_to_treatment` | I consent to recovery support services | checkbox | Yes | | `financial_responsibility` | I understand my financial responsibilities | checkbox | Yes |