How do I add a Form for a Facility?

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

Forms can be added for Facilities as well as Clients in AlayaCare.

To add a new Facility Form, navigate to the Facility profile and click the Facility Forms tab. 

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Any Forms that have been previously submitted for the Facility will appear in the Facility Forms list. Click the +Add Facility Form button to add a new Form

add_facility_form_button.png

In the Add Form dialogue box, select the Service that the Form is attached to. The Facility's Services will be listed by Service Status (Active, On Hold, Waiting List, Discharged). 

add_form_for_facility_dialogue.png

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.  All Active Forms attached to the Service will be available for selection.

add_service_form_facility.png

If you wish to select a Form that has not already been added to the Service, select Other in the Service Form dropdown and then use the Other Form field to select the Form you wish to add. All Active Forms  will be available for selection. 

add_other_form_facility.png

If the Form you wish to add is not associated with a Service, select None as the Service and then use the Form field to to select the Form you wish to add. All Active Forms will be available for selection. 

add_none_form_facility.png

Once you have select the correct Form, click Start Filling to complete the Form for the Facility

If the Form has already been submitted for the Facility, you will be able to view the Form History for the section fields on the right. Click the Form History button to hide the history. 

form_history_facility_forms.png

When you have completed all necessary fields, click Submit Form

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The submitted Form will appear in the Facility 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. 

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