- Navigate to the Agenda on the menu bar to the left
- Click Add to Agenda, the blue button on the right
- Select who you are creating the Form Request for
•Single client: you are creating an item for an individual client
•Group of clients: you are creating an item for a group of clients such as an entire facility’s clientele
How to Create a Form Request for a Single Client
- Select the single client & click the blue Next button
- Next, select Form Request
- Next, you will fill out the Form Request information you are creating
- Event:
•Enter Title, Description & if it's recurring
•Select when you would like the Form Request to be due & the time
•Enter the date you would like the client to be notified the Form Request has been assigned & times. If you have selected “Yes” for the event to recur, click the “Set Schedule” drop down to choose the frequency of the recurring event
•Assign a Staff member to be notified & have the ability to check back on the client to ensure the Form Request is completed
- Example:
- Once you have filled out the information, double check your work and click the blue Create Form Request button in the bottom right corner
If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639