Skip to main content

Creating and Adding Forms

How to create and add forms for DSPs to complete during their shift.

Updated today

Create forms and add them to client plans for DSPs to fill out during their shifts.

Navigating Forms

To access forms:

  1. Click Documentation in the left menu

  2. Click Forms in the left menu

There are 2 sections on this page: Responses and Templates.

  • Responses: all forms submitted by DSPs. You can filter the list by verification status, submission status, date range, or the search bar. Click Preview to view the full response.

  • Templates: all form templates that have been created. Once the form template is created, it cannot be edited. If edits are needed, duplicate the template and make any changes. Then archive the original template.

Forms can be filled out on this page by clicking Fill Out Form. However, we recommend filling out forms through the shift itself so that the form is tied directly to the shift and client.

Form responses can also be exported from this page. Click on the export button next to Fill Out Form. Then select the date range and click Generate Report.

Creating the form template

The form template needs to be created first in order to assign forms to the client.

  1. Click the Templates tab in the top left corner

  2. Click Create New Template

  3. Enter the Form Name

  4. Setup the Form Settings

    • Outside of Shift: When enabled, DSPs can submit forms outside of their shift in the app or dashboard

    • Transportation: create a form for transportation tracking and reimbursements

  5. Click Next

  6. Customize the form:

    • Select the Type of Field from the dropdown

    • (Optional) mark the field Required

    • Add the Label or Prompt (i.e. the placeholder the DSP will see)

    • Click Add Prompt +

    • Repeat this process to customize the form

  7. Click Next to preview the form

  8. Click Save Form Template

Once the form template is created, it cannot be edited. If the template needs to be edited or updated, click Duplicate and make edits to the new template. Then archive the original template.

Adding forms to client plans

Once a form template is created, it can be added to the client's plan by going to the client's profile and clicking Client Plans. See Customizing Client Plans: Add Forms for more details.

Completed forms can be accessed in multiple places.

Option 1: Form Responses

  1. Click Documentation in the left menu

  2. Click Forms in the left menu

This will display all form responses in chronological order.

Option 2: Client Profile

  1. Click Clients in the left menu

  2. Search for the client and click Profile

  3. Click Client Plans in the slide-out menu

  4. Click the Forms tab

This shows all forms that have been submitted for that particular client.

Option 3: Shift

  1. Click Shifts in the left menu

  2. Click Scheduling in the left menu

  3. Find the shift and click Details

  4. Click the Charting tile

  5. Click Forms

This shows all forms submitted for that particular shift.

For questions on creating forms:

Related Articles
Overview: Client Profile
Adding Staff and Caregivers
Creating Missed or Backdated Shifts
Correcting Shifts
Customizing Client Plans
Did this answer your question?