The Forms tab within the Client Plans section of the client profile shows all forms assigned to that client. Once added, these forms can be accessed by caregivers to view and submit during or after shifts. Forms may include transportation logs, safety checks, ADL documentation, and other records.
Before assigning forms to a client plan, you first need to create a form template. The template defines the questions and information caregivers will be required to complete. For details on how to create form templates, see Creating and Adding Forms.
Step 1: Navigate to the Client Profile
To access the client's profile:
Click Clients in the left menu
Search for and select the client
Click Client Plans in the slide-out menu
Select the Forms tab
Step 2: Add the Form
To add a form to a client's plan:
Click Add Form to Client Plan +
Select the form(s)
Click Add Forms to Client Plan
Once added, DSPs will be able to view and complete these forms during their shift.
Removing Forms in the Client Plan
To remove a form, click Remove next to the form name. If you need to add it back, click Add Form to Client Plan + and select the form you'd like to add to the plan.
Viewing Form Responses
Completed forms (form responses) can be accessed from multiple places in the Dashboard.
Option 1: Form Responses
Click Documentation in the left menu
Click Forms in the left menu
This page displays all submitted form responses for all clients in chronological order.
From this page, you can:
Click Preview next to a form to view the full response. From the preview, you can add Comments, mark the form as Verified, or use the Export button in the top-right corner to export the individual response.
Use the search bar to find specific form responses.
Filter responses by verification status, submission state, or date range.
Export all responses within a selected time frame using the Export button next to Fill Out Form.
Option 2: Client Profile
Click Clients in the left menu
Search for and select the client
Click Charting in the slide-out menu
Click the Forms tab
This page displays all submitted form responses for the selected client in chronological order. The submitter's responses are displayed in the Report column.
From this page, you can:
Search for specific forms using the search bar.
Filter responses by date range or creator.
Click Fill Form to submit a new response.
Hover over a report and select Edit to update an existing response.
Export all responses within a selected time frame using the Export button next to Fill Form.
Option 3: Shift Overview
Find and select the desired shift through the Calendar or Scheduling pages
Click the Charting card
Click the Forms tab
This page displays all forms submitted during the selected shift, listed in chronological order.
From this page, you can:
Click Details to view the full form response. From the details page, you can add Comments, mark the form as Verified, or use the three-dot menu to Edit or Delete the form.
