Companion allows you to create two different Types of Custom Forms:
- Web form Intake to add a new person (client, caregiver or office staff)
- Internal Form for an existing person (client, caregiver or office staff)
...
Web form Intake
...
Web form Intake (Add new Person)
Companion's web forms allow for custom questions to be created to obtain information from the web form. The Question Type determines the type of response allowed by the question. This page contains the details and requirements to configure each type of question format.
...
Internal Form (Existing Person)
Companion's internal forms allow for custom questions to be created to obtain information from the form. The Question Type determines the type of response allowed by the question. This page contains the details and requirements to configure each type of question format. Not all of the Question Types can be used for Internal Forms.
The following types of questions may be configured. See each section for information or tips about configuring a particular question type.
| Expand | ||
|---|---|---|
| ||
StringThis question is the basic text entry that allows any free-form text response. |