Following your organization's migration to Forms 2.0 and Care Plan 2.0, you will notice certain differences in terms of functionality and terminology across the web and mobile applications. This article provides an overview of those differences in the mobile application with regards to forms as well as information about all the new functionality that is available in Forms 2.0.
- Reviewing and submitting forms from the mobile app
- What new functionality is available with Forms 2.0?
Reviewing and submitting forms from the mobile app
In Forms 2.0, the Reports tab has been renamed Form History. From this tab, you can review a list of all forms submitted for the client/facility. Keep in mind that the design will be slightly different on iOS and Android devices.
To add a new form for this client, click the + button. This will take you to the list of all forms so you can select which one to fill out for the client or facility (previously accessed by selecting View All Report Forms).
Forms that are attached to a visit or service will appear under Forms in the Service Tasks tab.
Note that to view and submit forms on a facility, the View Visit Reports ACL must be enabled for your role in Settings>Roles and Permissions.
The behaviour of sticky forms that appear as individual tabs on the dashboard on mobile will remain the same in Forms 2.0.
What new functionality is available with Forms 2.0?
In addition to the improved design and user experience, Forms 2.0 includes the following brand-new features:
- Mandatory fields and display logic on forms
- Advanced form components that allow for automatic updates to client profiles with information from the form as soon as the form is approved
- Form versions
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