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)
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Web form Intake
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(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.
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EmbeddedUse the embedded question type to display other multi-media (e.g. images, video) content directly within the application page. To configure embedded content, place the link URL in the Question field. NOTE: To display properly, embedded content must be hosted on a secure (HTTPS) server. Embedded questions do not record a response from the user and will not be listed among the attached responses on a completed inquiry/application. |
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Custom 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. Label, Header, Hyperlink and Embedded.
Client Forms:
- You have the ability to create unique Client Assessment forms
- Multiple forms can be added to each Client as needed
- Helps to track Client changes and progress
- Able to capture pertinent client information in one place
- Print, save or export as needed
- Examples include: Client Assessment Forms, Intake information, Home Assessments
Sample of Internal Form and the report generated from the form:
Caregiver Forms:
- Ability to create multiple assessment type forms, to help evaluate caregiver capabilities and skills
- Customizable to your agency
- Ability to attach multiple reports to each caregiver as needed.
- Print, save or export
- Examples include: Supervisory Visits, Caregiver Skills Assessment Form
Sample of Internal Form and the report generated from the form:
The following types of questions may be configured. See each section for information or tips about configuring a particular question type.
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StringThis question is the basic text entry that allows any free-form text response. You may not use the optional Question Hint to show an example of the type of response expected. |
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Yes/NoThis question type allows the applicant to choose either a "Yes" or "No" answer. |
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NumberThis question displays a simple entry field similar to the String (text) response, but will only accept a whole number (integer) response. You may not use the optional Question Hint to show an example of the type of response expected. |
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DecimalThis question displays a simple entry field similar to the String (text) response, but will only accept a real number (decimal) response. You may not use the optional Question Hint to show an example of the type of response expected. |
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DateThis question type displays a Date picker field that allows the applicant to select a specific date from a calendar. How it appears on screen:
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Multiple OptionThis question type displays a list of checkable options on the screen from which the applicant may choose one or more responses. To configure the possible answer options from which the applicant may select, enter each answer option in the Option Item List, separated by a semi-colon. Setup example:
How it appears on screen:
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Single Option / Single Option VerticalThis question type displays a list of selectable options on the screen from which the applicant may choose only one response. To configure the possible answer options from which the applicant may select, enter each answer option in the Option Item List, separated by a semi-colon. Setup example:
How it appears on screen:
Both option display in a vertical format for custom forms. |
