# Customer Service Management : Types of documents in Circles Within Circles, different types of Documents can be uploaded or created, in order to store information about the Client. These Documents are divided into: | | | |---|---| ||#### Assessments<br><br>The Assessment Document is the snapshot of the individual or family as evaluated by a professional. It reflects relevant information, such as the background of the individual, diagnosis, family dynamic and history, observations, goals, recommendations, safeguards (risks), and strengths, to determine appropriate support services.| ||#### Progress Note<br><br>Records the actual appointment between a service provider and the Client. Progress Notes have associated General Notes, a large text area where the caseworker logs details of the appointment. Progress Notes are used in the generation of Reports and are legally required.| ||#### Personal Plan<br><br>The Personal Plan is a key set of documents used to plan _with_ the Client - not for them. These documents reflect what is important in the person’s life now, and also help them to think about what support would make for a good future. Planning should build the person’s circle of support and involve all the people who are important in that person’s life.| ||#### Case Instructions<br><br>A large text area where service workers may leave special instructions on how to handle the client - e.g. Ms Smith prefers to be handled from the left side.| ||#### Notes<br><br>Is something that happens and relates to the Person. An event can be a file uploaded to Comm.care like a Test Result, a photo, or any other file.| ||#### Claims<br><br>Comm.care’s Claims (aka _Client Support Log_), are designed to confirm receipt of the support items as delivered in the direct services provided to Clients via Progress Notes (aka _Activities_)......| That's a quick snapshot of the types of documents within Circles. You can check out how to [Timeline - Working with the persons records](Timeline%20-%20Working%20with%20the%20persons%20records.md). To read about Organisational documents, see: [Manage organisation policies and procedures with Comm.care](Manage%20organisation%20policies%20and%20procedures%20with%20Comm.care.md).