Adding a form to a client record allows care teams to document important information, assessments, and updates, ensuring accurate and up-to-date client profiles for better care management.
If you want to add a created form to a client, follow these simple steps:
Please click on the Client manager application within the HAS Portal at Access Group UK | Login Page.
Client manager will open on the dashboard section, please click on Client section just below the dashboard on the left-hand side.
Once the clients have loaded please select the client you wish to add the form to.
Now the client record is open navigate to the forms tab and click Add New Form.
You will be brought to the Forms screen, please select a form and click Next.
You will be brought to the Summary screen please click Complete.
The Form is now assigned.