Once a Client Form has been submitted, it can be emailed or printed from either the agency's list of Client Forms or from a Client, Facility, or Employee profile.
To begin, navigate to the Client Forms tab on the Dashboard.
To view Forms for a single Client, open the Client's profile and go to Care Documentation>Client Forms.
To view Forms submitted by a single Employee, open the Employee's profile and go to Forms>Client Forms.
Email a Form
Find the Form you would like to email in the list of Client Forms. Click the icon to filter by Form name, dates Submitted On, the Employee it was Submitted By, Form Status, or Background Job Status. Note that the Background Job column will only be populated if a Form contains Advanced Components.
Click the arrow next to View for the correct Form and select Email.
Alternatively, click View for the Form in the Client Forms list and then select the email icon.
In the Email Form dialogue box, enter an Email Subject and select at least one Client Contact email address in the Send to field. If you wish to include a note with your email, use the Additional Memo comment box. Use the Send to (Other) field to enter any other email addresses you wish to send the Form to.
Once you have completed all relevant fields, click Send.
Print a Form
Find the Form you would like to print in the list of Client Forms. Click the icon to filter by Form name, dates Submitted On, the Employee it was Submitted By, Form Status, or Background Job Status.
Click the arrow next to View for the correct Form and select Print.
Alternatively, click View for the Form in the Client Forms list and select the print icon.
A printable PDF will open in a separate tab.