A form is activated by granting access to the form for a provider, for a user, or for a user group, and adding the form to a client.

 

Note: Setting a form as universal grants access to all providers and users.

 

Open custom forms to begin the following instructions.

 

 

Follow these instructions to activate a form for a provider:

1. Select a form.
2. Click Edit.
3. Click Provider Assignment.
4. Click the Checkbox to select a Provider.
5. Click Save.

Note: Making a form provider-wide grants access to all users in that provider to the form.

 

Follow these instructions to activate a form for a user:

 

1. Click User Assignment.
2. Click the Checkbox to select a User.
3. Click Save.

 

Note: Users are only available in the list after a form is activated for at least one provider.

 

Follow these instructions to activate a form for a group:

 

1. Click Group Assignment.
2. Click the Checkbox to select a Group.
3. Click Save.

 

Note: Groups in forms are user groups created by following the instructions here.

 

Once the form is active for a provider and a user, that user can log into that provider to add the form to a client and begin entering data.

Follow these instructions to edit data on a client using a form:
 

1. Log into the provider for which the form was activated.
2. Click Find Client.
3. Enter search criteria.
4. Click Client Search.
5. Select a client.
6. Click Custom Forms.
7. Click the button for the Form.

 

 

Note: There is also a custom forms button in the client menu if View Details is clicked instead.

 

8. Click Add.

 

 

9. Select a Form Date.
10. Complete other fields in the form.

 

 

11. Click Save.

 

 

Note: Data saved in Custom Forms appears in the client's record. In this case, a service was added.

 

 

Note: When a form is in view mode, data controls are grayed out and cannot be changed. There is an option to click Edit here to switch to the edit mode and change client data.

 

 

Once Edit has been clicked, the client’s record can be changed.

 

 

Save and Continue – Saves and leaves the form open to continue editing.

Save and Exit – Saves and closes the form.

Print – Opens print options to print the client's form.

Cancel – Closes the record without saving the changes made after the last save.

 

Fields changed in the form are directly linked to the same field in the client’s record in CAREWare. For example, if the client’s phone number is changed here, it is also changed in contact information under demographics.

 

 

Note: When adding a case note to a form, a content field must be added. If a user tries to save without it, this error appears:

 

 

To add the required Case Note Container follow these instructions:

 

1. Click the Case Note box.
2. Click Add Control.
3. Click Note.
4. Click Add.

 

 

Once the note control is added, the case note can be saved without error.