How do I fill out and submit a Form on mobile?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

Forms can be completed and submitted for Clients from the mobile app as well as the web app. You can add a new Form from the Form History tab, fill out a Sticky Form in the Client Dashboard, complete a Form from your Service Tasks list, or fill out a Form attached to a Task

Add a New Form for a Client

To add a Form for a Client on mobile, click on a Visit in your Schedule or a Client from your Caseload and navigate to the Form History tab. 

                               iOS:                                                                                           Android:

form_history_tab_iOS.png                         form_history_android.png

From here you will see a list of all Forms that have been previously submitted for the Client. Click on the Form Name to view a PDF of the submitted Form.

                                    iOS:                                                                                      Android:

submitted_form_pdf_iOS.png           form_pdf_android.png

To add a new Form, click the + button. 

         iOS:                                      Android:

add_form_forms_2_iOS.png                                add_button_android.png

Select which Form you wish to add for the Client. Use the search bar to search for the Form by name. 

                                 iOS:                                                                                      Android:

forms_list_iOS.png                       forms_list_android.png

Complete the Form fields for the Client. Click Next to move on to a new section.

                                     iOS:                                                                           Android:

fill_out_form_iOS.png             complete_form_android.png

When you have finished filling out the Form, click Submit/Save.

                                iOS:                                                                                       Android:

submit_form_iOS.png               save_form_android.png

 

Create/Update a Sticky Form for a Client 

If the Form you need to complete for a Client is a Sticky Form (if Display Report in Client Dashboard was checked when the administrator created the Form), the Form name will be displayed as a separate tab on the Client's profile on the mobile app. 

To fill out a Sticky Form, swipe to the tab in the Client Dashboard with the Form name and tap Create to complete the Form fields.

                                iOS:                                                                               Android:

new_sticky_form_iOS.png                   create_sticky_form_1_android.png

If the Form has already been completed for a Client, you will also be able to see the latest completed version of the Form. To update the information in the Form fields, tap Update and then complete the Form.

                                     iOS:                                                                           Android:

update_sticky_form.png               sticky_form_past_submission_android.png

When you have finished, click Submit/Save.

                                 iOS:                                                                                Android:

submit_sticky_form_iOS.jpg                   submit_sticky_form_android.png

Complete a Form as a Service Task

Clock in to a Visit and swipe to the Service Tasks tab. 

                                iOS:                                                                                    Android:

service_tasks_tab_iOS.jpg                     service_tasks_tab_android.png

Any Forms that need to be completed as part of the Visit or Service will be listed here. Tap the box next to the Form you wish to complete. 

                            iOS:                                                                              Android:

forms_service_tasks_iOS.png            forms_service_tasks_android_.png

The Form will automatically open. Complete the relevant fields and click Submit/Save

After submitting the Form, you will be returned to the Service Tasks list. The Form will be marked as complete and the date and time of submission will appear beneath it. The counter for the Forms section will also be updated. 

Complete an Assigned Form in your Tasks

Navigate to the Tasks tab to view all Tasks assigned to you for all Clients

                               iOS:                                                                       Android:

tasks_tab_iOS.png                   tasks_tab_android.png

iOS

Tap to open the Task with the Form attached. 

                                   iOS:                                                                                  Android:

tasks_list_iOS.png             tasks_list_android.png

Tap Fill Form.

                                  iOS:                                                                                       Android

fill_form_task_iOS.png                  fill_form_task_form_android.png

Complete all necessary fields of the Form. Any Form fields meant to be completed by the person who created the Task will be read only. When you have finished, click Submit/Save

                                 iOS:                                                                                  Android:                                 

save_task_form_iOS.png                  tasks_form_android.png

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