Participant Profile Creation Using Forms

StoriiCare has simplified the enrollment process for care providers by allowing participant profiles to be automatically created when a form is completed. This applies whether the form is completed internally by staff or externally by a prospective participant or family caregiver.

When enabled, key data collected in the form is mapped directly to the participant’s Face Sheet, reducing duplicate data entry and streamlining onboarding.

With this functionality enabled:

• Participant profiles are created automatically upon form submission

• Face Sheet fields are populated using Linked Properties

• External enrollment forms can now include Linked Properties

• Prospective clients can complete paperwork from home

• Administrative workload is significantly reduced

What’s New:

Previously, Linked Properties were not available on external forms. Now, when Allow Participant creation is enabled in a form template, Linked Properties appear on both internal and external forms.

In Form Builder and Forms, any template configured to generate a new participant profile is clearly marked with a green person icon.

• This icon appears on both internal and external forms

• It indicates that submitting the form will create a new participant profile

This applies regardless of whether the form is completed by staff or by a family caregiver.

1. Open Form Builder.

2. Create a new form or select an existing form template.

3. Click the settings wheel/cog icon for that form.

4. Check the box labeled Allow Participant creation.

• When enabled, a participant profile will be created upon form submission

• Individual text fields must be mapped for data to be saved correctly

• Enabling this option disables:

  • Participant selector

  • Anonymous form filling

Click Save to apply the setting.

To ensure form data is saved correctly to the participant profile, fields must be mapped. Some fields are required or require specific components to be mapped. See below.

1. Drag and drop components into your form (or click existing components).

2. Select the component and click the settings wheel/cog icon.

3. In the right-hand menu, locate Participant Creation Field.

4. Use the dropdown to select the corresponding Face Sheet field, such as:

   • First Name (required - MUST BE a Text Input component - cannot use Linked Property)

   • Last Name (required - MUST BE a Text Input component - cannot use Linked Property)

   • Date of Birth (MUST BE a Date component)

   • Gender (MUST BE a Dropdown)

   • Group (MUST BE a Dropdown)

Click the person icon in the top-right corner of Form Builder (next to the Last Save indicator) to open the Participant Creation Helper.

This tool:

• Shows which fields are mapped and unmapped

• Helps you quickly identify missing mappings

• Is especially useful for long or complex forms

• Reminds you to make fields required

We strongly recommend marking the following as required:

• First Name

• Last Name

• Any other fields you want guaranteed on the Face Sheet

To do this:

1. Click the form component

2. Open the settings wheel/cog icon

3. Check Is required in the right-hand menu

This ensures profiles are created with complete, usable data.

Once a form is submitted—either internally or externally:

• A participant profile is automatically created

• Any mapped fields are populated on the participant’s Face Sheet

• The completed form is saved directly to the participant’s profile

• Staff no longer need to:

  • Edit the form entry

  • Manually select a participant to attach the form

This creates a smoother enrollment experience for families and a more efficient workflow for staff.

• Test enrollment forms internally before sharing externally

• Use the Participant Creation Helper to verify mappings

• Keep required fields to a minimum while ensuring essentials are captured

• Use Linked Properties to eliminate duplicate data entry

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.