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Limited Time Offer - Get 50% Off Now!

Custom forms

Drag and drop form creation. Workflow builder.
No need for coding!

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360°

Data Security

HIPAA

Compliant

50%

Time Saved/Yr

Go digital, go secure: eliminate paperwork & HIPAA risks

Client intake, assessments, care plans, and reporting can involve unnecessary manual processes, which are very time-consuming! Tedious data entry, printing, scanning, and lugging paper records are inefficient and not HIPAA compliant – posing a high-security risk!

Your home care agency staff needs an ideal suite of tools to record critical client data and make it available to stakeholders anytime, anywhere.

We understand your unique needs. Take a deep breath and focus on the big picture while CareSmartz360 Custom Forms handles it all for you, providing tailored solutions for your home care agency or healthcare organization.

CareSmartz360 Custom Forms

Simplify data collection with custom forms

Build custom online forms, collect client data, and automate processes in minutes with no help from engineering or IT!

HIPAA Compliant Custom forms - CareSmartz360

HIPAA compliant forms

Eliminate chaotic paperwork and reduce security risks by automating client intake, assessment, and other client data collection processes with our HIPAA-compliant solution.

Customize your forms with CareSmartz360

Customize your forms

Choose a built-in form, or create your own client-specific forms with our easy-to-use form builder and advanced features. Personalize your forms and let your brand do the talking.

Custom Form Solution - CareSmartz360

Drag, drop, and design!

Our feature-rich custom form solution, with 20+ field types, drag & drop features, custom themes, and a simple user interface, helps you create attractive, functional forms that meet your needs!

Set-up access permissions - Custom Forms CareSmartz360

Set-up access permissions

Maintain a clutter-free management experience and minimize errors by configuring which users can create and access forms.

Have a question?

It allows you to create new forms and/or modify existing ones by choosing from a wide variety of fields, also allowing data validation and conditional display logic. Form templates can be created and used for Client Assessments and/or any other forms which an Agency uses for their clients.

Enabling and creating new forms to use across the agency requires Admin permissions to access Settings.

Yes. A signature component is one of the most requested items added to custom forms. It is a special field that allows someone to sign the field with either their finger on a touch-enabled device or with the mouse pointer. This signature will be converted into an image and stored with the form submission.

Each custom form template created will be saved as a “Draft.” Once a form template is “Active,” you can then create, view, and download the “Completed” forms or add to any still “In Progress.” Users can be given full access, read-only access, or no access to the forms in the Client profile, by a user with Admin permissions.
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Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

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