Donovan Fourie shows our custom forms feature, focussing on:
- Managing form assignments from the form assignments table
- Creating custom form templates from scratch for different situations, such as custom care plans
- Organising form templates into sections and sub-sections
- Utilising the preset question types to build custom form templates
- Customising the options inside questions to fit different use cases
- Duplicating form templates to manage different versions of your form templates through time
- Assigning custom form templates to your carers and clients' records
- Completing and navigating within form assignments from the management portal
- Understanding how different question types work when completing form assignments
- Exporting completed form assignments to PDF for sending off, signing off, or archiving
- Updating existing form templates and form assignments from the management portal
- Linking completed form assignments to the client and carers' Documents tab
- Making completed client form assignments visible on the carer companion app
- Requesting eSignatures against client documents
- Making questions dependent on if another non-required question has been answered or not
- Archiving outdated or unnecessary form templates from your environment