How do I require a visit form only for certain clients?

In the Form builder, set Which clients to Only some clients and groups and add the clients or client groups whose visits need the form.

Quick answer1 min readUpdated for AveeCare
Short answer

Open the form in the Form builder, set it as Required at the end of each visit, and under Which clients choose Only some clients and groups. Add clients with Add a client and client groups with Add a group, then save. Only those clients' visits ask for the form; other visits do not.

Step by step

  1. Open Forms and edit the form, or create a new one.
  2. Choose Required at the end of each visit.
  3. Under Which clients, choose Only some clients and groups.
  4. Add a client, or Add a group for every client in that group.
  5. Save the form.

Good to know

  • Groups update themselves: A client added to a chosen group gets the form on their visits from then on.
  • Days too: Combine it with Only on visits that fall on to ask for it on certain days for those clients.
  • Missed one: On other visits their caregivers can still add the form, so a missed one can be caught up.
  • Every client: Choose Every client to go back to asking on every visit.

Keep going

Form builder (drag fields)

Drag fields, set required, set conditional logic, save the template.

Assign form to patient or caregiver

Push a form to a specific patient or caregiver and track completion.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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