Create assessments, support plans, and more using the new Form Builder.

Forms within CareLineLive provide you with a way of collecting information & creating structured documents that you can associate and complete for clients & carers.

First, you will set up your form templates. This is how you define what information needs to be collected by the form and how it will be structured.

Once your form template is ready, you can then assign it to carers/clients and start filling them out.

We provide many different types of questions, including simple Text questions, multiple choice, dropdowns, and risks/needs.

Currently it's only possible to assign one instance of a form template to each carer/client

If you don't want to assign the form and simply want to print or save a blank copy to your computer, click the PDF button in the form header.

Once you've created any form templates you want to use, you can start assigning them.

Templates can currently only be assigned once per carer/client

If someone has started editing an assigned form and forgets to lock it, you will not be able to unlock the form and begin editing it until they have locked it. A user with the administrator role will be able to force lock the form to allow another person to be able to unlock the form and use it.

To do this, head to Forms > Assignments and select the form you need to edit. You will see that it is being edited and allow you to lock the form.