Forms can be completed for a Client on web or mobile. To add a Form for a Client from the web app, go to the Client's profile and navigate to Care Documentation>Client Forms.
From here, you will see a list of unapproved Forms that have already been submitted for the Client along with the submission details.
To enter a new Form for the Client, click +Add Form.
In the resulting dialogue box, select the Service that the Form is tied to. Services will be organized by Service Status.
Once a Service has been selected, the Service Information will be displayed in the dialogue. If any Forms have been added to the Service, you will be able to select them from the Service Form dropdown.
If the Form is not a Form attached to the Service, select Other from the Service Form dropdown and enter the name of the Form in the Other Form field. You can select any Active Form that has been published in Form Settings.
If the Form you are adding is not tied to a Service, select None in the Service dropdown.
In the Form field, enter the name of the Form you wish to add for the Client. You can select any Active Form that has been published in Form Settings.
Click Start Filling to begin completing the Form.
Complete all necessary fields and then click Submit Form.
If you have already submitted the same version of the Form for the Client, you will also be able to review the Form History along the right side of the dialogue while completing the Form.
The submitted Form will now appear in the Client Forms list. Once the Form has been approved, the name of the Employee who approved it will appear in the Approved by field along with the date it was Approved on.
Click the View button to review the submitted Form.
Once you have filled out the Form, it will also appear in the list of Forms submitted by you under Forms>Client Forms on your Employee profile.
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