System Advanced Options: Client Forms

Overview

Client Forms allow system administrators to create standardized forms that can be made available to agencies and programs and completed in the client record (along with scanned documentation, if applicable). These forms can be customized to include electronic signature lines and checkboxes and to pre-populate with the client’s name and the current date. 

Managing Client Forms

To create or edit a form, click the launchpad and navigate to SETUP > SETTINGS > Advanced Options > Client Forms. On the CLIENT FORM TEMPLATES page, you’ll see a list of all previously created forms.

The Status column indicates whether the form is “Active” or “Inactive.” An “Inactive” form is one that is no longer in use but is being retained for historical purposes.

To edit an existing form, click the Edit icon for that form.

Creating a New Form

To create a new form, click CREATE A NEW TEMPLATE.

The ADD NEW CLIENT FORM TEMPLATE page appears. 

• Enter a Name for the form.
• Select the Status of the form:
  • The default setting is “‘Active.”
  • Selecting “Inactive” allows the form to be retained for historical purposes even though it is no longer in use.
• In the Body field, you will use the form editor to create the content of the form.
  • Type the desired text, using the text-editing tools as needed to create bold text, italicized text, numbered lists, or bulleted lists.

• • Additional tools allow you to insert elements that will customize the form each time it is used.

• • • Signature:
      • Allows you to add a signature line that the client can sign using an electronic touchpad.
      • Appears as {$SIGNATURES.0} in the form editor.
    • Checkbox:
      • Adds a clickable checkbox.
      • Appears as {$CHECKBOX} in the form editor.
    • Client Full Name:
      • Inserts the client name as it appears in the client record into the form.
      • Appears as  {$CLIENT_FULL_NAME} in the form editor.
    • Current Date:
      • Records the date the form was electronically signed.
      • Appears as {$SIGNED_DATE} in the form editor.

Click SAVE CHANGES when you are done.

Next, click PREVIEW.

A pop-up will show you how the form will appear in the client record. Notice that the system inserts a placeholder name in the Client Full Name field.

Make any additional edits, click SAVE CHANGES, and click PREVIEW to review the updated form.