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working with forms - freshdesk

Working with Forms

Forms are used to reproduce specific documentation required by the organization that is not already captured in other places within SET-Works.


Forms are available in several areas within SET-Works:

  • Consumer Record
  • Employer Record
  • Staff Record
  • Organization/Provider



Forms have many purposes

To complete:

  • Monthly/Quarterly summaries
  • Consent Forms
  • Disclosure forms
  • Release of Information forms
  • Goal Plans
  • Intake Questions
  • Surveys (e.g. Satisfaction Surveys)
  • Career Profile Questions
  • ... and many other purposes


Key Form Features

  • Create forms directly from within the consumer (or employer, staff, or provider) record
  • Auto-Populate data from anywhere within SET-Works
    • E.g.:  For monthlies, the system can auto-populate all progress notes on one page, to make reviewing easy.  From there, a simple "summary" box is all that may be needed to complete the monthly.  Other options are to calculate number of hours that were provided to the consumer for the month, incidents logged, etc.
  • Perform automatic calculations
  • Electronically sign forms as a staff, manager, using a 4-digit pin
  • Supports consumer signatures by signing the screen on a tablet/smartphone, or with a mouse on a computer
  • Convert forms into reports for exporting or printing


Accessing Consumer Forms

Access consumer forms by:

  1. Opening a consumer.
  2. Clicking on the Forms tab.
From there, a complete list of all the forms that have been completed for a consumer are available in a table.



Adding a new form

From the  Forms tab from within the record (see  above):
  1. Select a form from the Available Forms drop-down field.
  2. Click the Open Form button.


Signing forms

Forms are signed from within the forms table on the  Forms tab (see  above).
  1. Click the Sign button.
  2. Enter your PIN.
  3. Press Sign.
The form will then be signed.



Reassigning the owner of a form

When a user creates a form, they automatically become the owner of the form.  Manager and administrator roles may have the ability to reassign the form to a new owner.  This is accomplished by:

  1. Open a form.
  2. Change the Form Creator.


An administrator has access to adjusting who has access to changing the form creator.


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