Customizable Forms for Efficient Care Management

Built for Case Management, Day Programs, Community Care, and More

Whether you’re managing complex intake workflows, gathering progress updates, or collecting client-reported outcomes, our drag-and-drop form builder gives your team complete flexibility.

Create, Use, or Adapt Existing Forms

Build from scratch using our drag-and-drop builder, or start with existing forms from your own library, shared teams, or the community, and tailor them to your needs.

Seamless Workflow Integration

Link forms to specific service types, staff tasks, or client milestones. Automatically prompt the right form at the right moment in your workflow.

Real-Time Access and Mobile-Friendly

Forms can be accessed and filled out in the field via mobile devices. Review submissions instantly for faster follow-up and better care.

Instant Access

Form Filling Simplified

  • Easy-to-use form builder that requires no technical expertise, helps you create forms that cater to your unique requirements.
  • Use forms from the community or contribute your own, promoting a rich exchange of resources.
  • Reliable and seamless data management through our cloud-based solution allows secure storage and convenient access to collected data.
  • Instantly access and review submitted forms to make informed decisions quickly.

Experience the Future of Data Collection!

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FAQs

The new forms function allows users to create custom forms to capture information specific to your agency, payers, federal or state requirements, or grant providers. Some examples of scenarios where you may want to create and keep custom forms are incident reporting, time and expense tracking, custom intake forms, surveys, demographic information, family information, and other data relevant to your agency’s needs.

Users can create a variety of forms, such as:

  • Incident reporting forms
  • Time and expense tracking
  • Custom intake forms
  • Surveys
  • Demographic information required by State or Federal agencies
  • SDOH data that you may want to capture for your payers
  • Family information forms
  • And any other forms that your Agency, Grant providers or Payers may need.

Yes, once you create a form, it can be saved for your company’s use or you can choose to add to a community library for use by other agencies.

Absolutely. The custom forms can be integrated into your agency’s workflow and can be triggered when certain activities take place, ensuring that the required information is captured at the right time.

There is no limit to the number of forms you can create. You can create as many custom forms as needed to meet your agency’s requirements.

FieldWorker.ai ensures that all information captured in the forms is secure and compliant with relevant privacy and security regulations.

FieldWorker.ai offers comprehensive support, including documentation, tutorials, and customer service, to assist you in creating and managing your custom forms.

To get started, log into your FieldWorker.ai account, navigate to the forms section in the left menu, and follow the prompts to create a new form.

Feel free to reach out to our support team if you have any additional questions or need further assistance.

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