Fill Forms Anywhere
Fill in case notes, incident reports and your own forms on your phone or at a desk.
- Live
- Web and the mobile app
See it in action
In the mobile app, a support worker opens the starred Daily Visit Note, picks the client, writes the visit notes while the draft saves, reads them back on the review screen and submits the form.
How it works
Full guide in Help · 7 steps →Open Forms > Templates and select Daily Visit Note, or whichever template your task needs. Search if the list is long. If the template you need is missing, ask your administrator.
Good to know
Forms are built from templates your organisation configures. This walkthrough completes a Daily Visit Note for a client — other templates may ask for a different subject, or none at all.
You need access to the template and to the client.
What it does
- Search templates by a word from the title, description or folder.
- Star the forms you use most so they come first, including on your dashboard.
- Save a draft and come back to it before you submit.
- Read the whole form back on a review screen before you submit it.
- Find your past responses and their status under Responses.
- For
- Support workers · Managers
- Works on
- Web and the mobile app
- Plans
- Every plan
Works with
Not sure where to start?
The care operations scorecard takes five minutes and shows which features would help your team most.