Filling Out and Completing a Form on a Record

Forms can be filled out and completed on a Person Record, Case Record, Provider Record, and Intake Record.

Adding a Form to a Record:

• Navigate to the Forms section on a record. 

• Select the + icon to add a new form to that record. 

• Select the form that you wish to use.

• Complete the form by filling out the required information. 
• You have several options on the right-hand action menu. 
  • If you are ready to complete and submit the form, select Submit. 
  • You can save your progress but not submit the form by selecting Save. 
  • You can delete the form by selecting Delete. 
  • You can download a form at any time by selecting Download. 

• After the form has been submitted, you can re-open the form to make any necessary changes by selecting Reopen from the right-hand action menu.