Forms & Assessments

The Forms feature on StoriiCare is an essential tool that houses all published form templates. It serves as a platform for staff to complete forms on ...

This article provides an overview of the Form Builder tool on the StoriiCare platform. We will examine each component in the Form Builder's toolbar, d...

For experienced users of StoriiCare, utilizing keyboard shortcuts can significantly enhance efficiency while working with the Form Builder. Below is a...

Forms created with the Form Builder are accessible through the Forms feature. You can quickly find them on the Dashboard using this icon ( Click t...

StoriiCare has a wide range of Care and Activity Assessments to suit the needs of various care providers.  Selecting Assessments from the Dashboard ...

The Form Builder feature in StoriiCare empowers users to create and customize their own forms efficiently. This document provides a comprehensive guid...

Duplicating form templates is an efficient way to streamline your workflow, particularly when dealing with forms that share a similar structure. This ...

In the event that a form has been created by mistake, is outdated, or is no longer in use, you have the option to unpublish the form. Unpublishing a f...

StoriiCare’s Form Builder lets you overlay digital fields onto an uploaded PDF background. This is ideal for digitizing pre-existing paper forms such ...

In StoriiCare, the Forms feature provides staff members with access to a wide array of forms, which can number in the dozens or even hundreds. To faci...

Creating a table in StoriiCare’s Form Builder allows you to present data in a structured, easy-to-read format—ideal for capturing daily logs or rows o...

This article provides a comprehensive guide on how to mark certain components as required fields in the Form Builder. By ensuring that specific fields...

StoriiCare’s Form Builder lets you add custom images to your forms and enable drawing on them. This is especially useful for body maps, pain charts, o...

The Matrix Calculator and Score Badges in the Form Builder let you score forms and assessments automatically. Clients are now able to create any custo...

Lists power the dropdown options used throughout StoriiCare, from face sheet fields to custom form questions. You can update a list either directly fr...

The Dropdown component is a versatile tool that enables users to select from a predefined list of options within a form. It can be configured as a ...

Dropdown menus in forms pull from Lists. Lists can be updated and edited through the Form Builder. If you need to add or edit the list that appears i...

The Matrix Calculator component allows clients to create custom scoring systems within forms or assessments on StoriiCare. This is especially valuab...

Dropdown menus in StoriiCare’s Form Builder allow you to standardize form inputs and guide users to select from predefined options—ideal for diagnoses...

Checkboxes are an excellent choice when you need users to select multiple options or “check all that apply” within a form. To add and configure checkb...

Radio buttons are designed for single-select questions, making them ideal for simple choice scenarios such as Yes/No or True/False questions. I...

The Date & Time component allows users to easily select a date, time, or both within a form. It’s ideal for scheduling, tracking, or timestamping en...

The Text Input component is best utilized when the goal is to allow users to input specific information directly into a text box. This component is id...

In StoriiCare, you can automatically populate a participant's Face Sheet with data captured in forms by using Linked Properties when creating the fo...

StoriiCare has simplified the enrollment process for care providers by allowing participant profiles to be automatically created when a form is compl...

StoriiCare's Form Builder allows you to pull Care Plan fields directly into a form template using the Linked Property component. This means staff ca...

StoriiCare’s allows care providers to convert form submissions into meaningful insights. By selecting and including specific form components for analy...

Receiving timely alerts when forms are submitted is key to effective communication and workflow management in StoriiCare. With the Workflows feature...

StoriiCare allows you to create external forms that can be shared with individuals outside of your organization—perfect for collecting information f...

StoriiCare’s Form Permission Settings provide an essential layer of control over who can view submitted forms. For example, sensitive forms like staff...

This article provides guidance on how to customize the information displayed at the top of each form entry in StoriiCare. By default, certain details ...

StoriiCare Help Article: Form Entries Permission Settings StoriiCare’s Form Entries Permission Settings provide an essential layer of control over who...

Any form that can be completed via URL can now also be accessed via a QR code. This enables staff or any other individual to access a form via scannin...

StoriiCare allows users with the right permissions to edit or update completed form entries. This is helpful for correcting errors, adding missed info...

In StoriiCare, submitted form entries are saved to each individual’s record for auditing and review. However, there may be occasions—such as duplicate...

Efficient access to and sharing of form entries is essential for quality care, audits, and record keeping. StoriiCare offers flexible form download op...

In StoriiCare, each form entry is automatically given the title of the form template. To make entries easier to identify (e.g., by content or context)...

Marking a form as Completed in StoriiCare helps your team distinguish between forms that are in progress and those that have been finalized. This fe...

In StoriiCare, managing documentation efficiently is essential for quality assurance and regulatory compliance. Once a form has been marked as complet...

Occasionally, a signature box on a StoriiCare form may lock to the wrong staff member—often due to someone unintentionally interacting with the box wh...

A Form History section is available at the bottom of each form entry. A log is captured whenever a staff member: Submits a form Edits/updates a for...