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Enabling completion of forms

How to enable form completion in CM Mobile via Client Manager.

Written by Billy Dilks

By default, forms are hidden on CM Mobile. Enabling form completion makes a form visible to carers within the visit details in the CM Mobile application.

  1. Log in to Client Manager.

  2. Click Client below the dashboard, then find the client you need.

📌 Note: The dashboard may be blank.

3. Click the client name to open the client record.

4. Click the Forms tab and locate the form you need to enable.

🤓 Tip: If the form is not visible, you need to add it to the client first.

5. Click Options and select Allow completion in CM Mobile.

The form is now visible within the client's visit details in the Forms tab of the CM Mobile application. The status button will change from red ('Hidden on Mobile') to green ('Completable in CM Mobile'), confirming carers can see and complete the form when they log in.

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