Introduction:
This tutorial provides a step-by-step guide on how to fill out a form, update it, and check the form's history for a client using Transform.
¶ Filling Out New Form
Step 1: Navigate to the Clients tab.
Step 2: Search for the desired client.
Step 3: Select the client.
Step 4: In the Overview tab, view all the forms that have already been filled out.
Step 5: Add new forms by clicking on Add New Form Entry at the bottom.
Step 6: Select the form to fill out. In this case, it's the Food Form.
Step 7: Provide consent. It can be either written or spoken. For this tutorial, we're using the written form.
Step 8: Allow the client to read the agreement.
Step 9: The client should include a signature and provide consent.
Step 10: Confirm the client's consent by clicking the Consent button.
Step 11: Answer the applicable questions.
Step 12: Click Finish to complete the form.
¶ Updating form in the future
Step 1: If necessary, update the form by clicking Retake Now. This will prompt for consent and allow the form to be retaken.
¶ Checking Form History
Step 1: To check the form history, view the current form answers by clicking View Answers.
Step 2: To view more historical data, click Show History and then Show Details.
Step 3: This will display all history of this form for the client.
With these steps, it's easy to add forms, retake forms, and check history for forms for clients using Transform.