Dynamic Forms

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Notify supervisors of completed dynamic forms

When a dynamic client or case form is completed, send a notification to the supervisor.

Guest over 3 years ago in Dynamic Forms / Notes & Cases 5 Future consideration

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...

Guest almost 7 years ago in Dynamic Forms / Notes & Cases 9 Future consideration

3 VOTE

View past progress notes when editing

When editing a progress note allow me to view previous progress notes so I can see what was documented in previous sessions.

Guest 10 months ago in Dynamic Forms 0 Future consideration

7 VOTE

Add rating scale as a dynamic form element

Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

10 VOTE

Add review date to dynamic forms

Allow me to add a review date to dynamic forms so I can be reminded of when I need to review them/update them.

Guest about 4 years ago in Dynamic Forms / Notes & Cases 6 Future consideration

25 VOTE

Add report that will pull information filled in from dynamic forms

There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.

Guest about 10 years ago in Dynamic Forms / Reporting 3 Future consideration

9 VOTE

Add addendum to dynamic forms

Allow me to add an addendum to dynamic forms.

Guest about 4 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

19 VOTE

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.

Guest over 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

6 VOTE

Only marked check boxes should appear on Dynamic Forms

Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.

Guest about 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

5 VOTE

Add a table to a dynamic form

Allow me to add a table to a dynamic form so clients can fill in parts of the table.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

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