Forms & Assessments

Capture the right data, at the right time.

Create forms that collect the exact data that you need for your program’s service delivery, funding requirements, and reporting. Embed assessments and forms into your staff’s workflow, so that they can easily access the forms they need when working with their clients.

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Track any data element with forms and assessments that can be configured to your agency’s needs.

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Build efficient workflows by attaching forms to intake, discharge, progress notes, and more.

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Create custom reports that pull data from your forms, giving you a full view of program outcomes.

“The amazing thing . . . is the easy access it provides to all our data. The time I save in not going through piles of paper files, means that our clients can get the appropriate attention much sooner. ”
Mike Gelfand
Director of Quality Assurance,
Mental Health Association of Columbia-Greene Counties

Forms and Assessments Features

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Our configurable forms help you create assessments that gather the information you need. Schedule assessments for specific times or events in your workflow. Report on any assessment data with our flexible reporting features.

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Create forms with custom data fields that track the data you need, in the format that works best for your programs and funders. Our easy-to-use form-building tool allows you to bring your agency’s forms into the software and optimize them for smoother workflows.

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Form Locations

Embed forms throughout your software, so that they are ready for completion at the right time. Attach forms to intake/admission, progress notes, discharge, and more. Forms can also be scheduled for specific times and recurrences.

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Electronic Signatures

Include electronic signatures to allow staff, clients, or other individuals to sign off on forms. Configure signature requirements to ensure that the appropriate approvals are in place.

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How Camelot Counseling Streamlined Forms Across Their Agency

Founded: 1976

Clients Served: Over 1,200 Annually

When Camelot Counseling switched to an electronic record, they asked their staff for feedback on their agency’s processes. Through staff feedback and top-level support, they were able to standardize their forms and improve workflows.

Our form-building features offer powerful flexibility, enabling you to collect data in the way that you need.