The Forms tab lets you access all form templates and completed forms for an individual resident. Forms completed from templates feed directly into the resident’s care plan. Each completed form includes a review date, which helps ensure information stays accurate and up to date by prompting staff to review forms on their anniversary.
1. Access the Forms Tab
Select the resident you want to view.
Click the Forms tab.
This opens the resident’s full forms dashboard.
2. Forms Dashboard Overview
The dashboard displays:
All available form templates
Number of completed forms for the resident
Number of unfinished forms
Number of archived forms
This gives you a quick snapshot of the resident’s form activity.
3. Completed Forms
You can view a full list of all completed forms. Use the search options to find what you need:
Keyword search
Status
Time range
Assessment form type
Completed forms can be:
Opened for review
Printed using the print option
4. Review Dates
Each completed form includes a review date, which:
Triggers reminders in the Actions tab
Prompts staff to review the form on its anniversary
Helps keep the resident’s care plan accurate and current
📌 Note: For guidance on creating forms from the template library and how form data updates the care plan, check out our handy guide.