Add logos, markers, or visual guides to a form. Purpose Add an image file to a Form Designer form. Who should do this CAREWare administrators and form designers. Use form images when you need to Display logos, markers, visual guides, or other prepared media. Main warning Large images…
Grant access to a form so users can use it to enter data in a client record. Purpose Make a form available to providers, users, or groups so it can be accessed in client records. Who should do this CAREWare administrators, form owners, and designated power users. Use this guide when you need to …
Choose how users open custom forms from the client record. Purpose Configure how Custom Forms appear from the client record menu. Who should do this Central Administration users with Common Storage permission. Use this guide when you need to Replace the standard Custom Forms link with individ…
Plan CAREWare custom forms before you build them. Purpose Understand what Form Designer does and what to plan before building a form. Who should do this CAREWare administrators, data managers, and form designers. Use Form Designer when you need to Create a data entry form that combines fiel…
Create a new form and add controls to it. Purpose Create a new Form Designer form and add controls. Who should do this CAREWare administrators and users with Form Design permissions. Use this guide when you need to Build a new form or add a service container and service controls. Main warnin…