Forms
Gathering data
The Fieldworker platform allows an agency to create and use custom forms using its form builder. An agency may choose to associate a form with a task, allowing its employees to capture relevant data fields needed to manage the service, meet the payer requirements, or for any other reason.
The Forms tab on the Customer page serves as the digital filing cabinet for all completed assessments, consent forms, and signatures related to a client's care. It provides a searchable, auditable history of every form submitted by field staff or administrators.
1. Top-Level Controls
The header of the tab contains tools to filter the record list or initiate new documentation.
Select Form Dropdown: Allows you to filter the grid to show only a specific type of form (e.g., "Signature Form").
[ADD FORM] Button: Opens a modal to manually associate a new form with the client.
Grid Management Toolbar: Located at the top right of the table, these icons allow you to:
Column Visibility: Hide or show specific data columns.
Filter: Perform advanced searches across multiple fields.
Density Toggle: Switch between a compact or standard row view.
Export/Download/Print: Generate CSV/Excel files or hard copies of the form list for external audits.
2. Forms Data Grid
The main table provides a high-level summary of every form submission.
Column
Description
Form ID
A unique system identifier for the specific submission (e.g., 251).
Form Name
The name of the template used (e.g., Translated Form or Signature Form).
View/Edit
Icons allowing you to either view a read-only version (Eye icon) or modify the submission (Pencil icon).
Task Title
The name of the specific Task the form was completed during (e.g., test task).
Task Date
The date the associated service was provided.
Form Last Updated
A precise timestamp of the most recent save (e.g., 12/23/2025 08:19 PM).
Completed By
The name of the staff member who submitted the form (e.g., Siddharth Pansuria).
3. Functional Integration
The Task Connection
Most forms in this list are generated during a shift. When a field worker clocks into a Task on the mobile app, any required forms are prompted for completion. Once submitted, they appear here in real-time, allowing office staff to verify that clinical documentation was performed at the point of care.
Populating the Needs Tab
Data from these forms (particularly assessments like the Translated Form) often feeds directly into the NEEDS tab. By clicking the "Sync" icon on the Needs page, the system pulls information from the latest form submissions to update the client's health and support profile automatically.
Audit Readiness
With Total Rows: 130 (as shown in the current view), this tab acts as the "Source of Truth" for state auditors. It proves that signatures were collected and assessments were performed consistently over the life of the project.
Viewing Form
When you select the View (Eye Icon) for a specific form entry in the Forms data grid, a modal appears displaying the completed assessment or document. This "View" mode provides a read-only or editable snapshot of the data captured during a specific Task. This specific example shows a clinical or administrative assessment associated with the task test task, completed on 12/23/2025.
Header Information
Form Title: Displays the template name and the client it belongs to (e.g., Translated Form for Andre Fuego Mandana Maya).
Task Context: Shows the specific Task name and the precise time window (e.g., 12/23/2025 06:15 PM - 07:19 PM).
Customer Goals: A circular badge (e.g., CG) indicates any associated customer goals.
Form Fields & Data Captured
The form consists of localized and specific data points. In this instance, the fields are as follows:
Field Name
Data / Input Type
Nombre
Text Input (e.g., 12).
Dirección
Text Input for the physical address.
Número de teléfono
Numeric Input field for contact information.
Contraseña
Secure Password field (masked for security).
¿Se requiere la aprobación previa?
Checkbox indicating if prior authorization is required.
Seleccione todos los elementos aplicables...
Multi-select checkboxes to link the form to a Cliente (Client), Proyecto (Project), Tarea (Task), or Nota (Note).
Género
Text or Dropdown field for gender identification.
¿Es esto necesario?
Radio buttons for a binary Sí / No (Yes/No) confirmation.
Action Controls
At the bottom of the viewing modal, the following actions are available:
PRINT: Generates a physical or PDF copy of the completed form for paper files or external sharing.
DOWNLOAD: Saves the form data to your local device.
Dismiss (X): Closes the viewing window and returns you to the main Forms list.
System Integration
Real-Time Review: This view allows office administrators to immediately audit the quality of documentation submitted by field workers from their mobile devices.
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