Care & Quality
Forms
/forms9 stepsForms holds your organisation's form templates, such as assessments, checklists and consents, and each client's completed copies. Office staff fill forms in against a client, save drafts, track review dates and download finished forms as PDFs.
Step by step
- 1
Select Form templates at the top of the client list, then click New template. Enter a Form name and choose a Type.
- 2
Click Add question for each field and pick its answer type, such as Short answer, Dropdown, Yes or no or Signature. Tick Required where an answer is needed.
- 3
Click Create template. The template then appears for every active client; there is no separate step to assign it.
- 4
Choose a client from the list on the left. Their forms show as Not started, Draft or Completed, with their progress across the top.
- 5
Click Start or Continue to fill a form in. Auto-fill with AI reads the client's profile and fills what it can, so check every answer.
- 6
Click Save draft to come back to it later, or Complete and submit when the form is finished.
- 7
Click View to read a completed form, or the download icon for its PDF. Completed forms also show on the client's profile, under Forms.
- 8
Watch for Review overdue beside a form. The date comes from the form's own review-date answer, such as a Next review date question.
- 9
To change a shared NDIS template, choose Duplicate from its menu and edit your copy, because shared templates cannot be edited directly.
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