Release Note
Staff Forms
Release date:
Staff Forms use the existing Form Builder, with dedicated options for creating, sending and managing forms for your team.
Templates
• Create staff form templates via Forms → New → Staff form.
• Link questions to staff data fields so submitted answers update the matching fields automatically.
• Use Confirm questions to display existing values without allowing staff to change them.
Sending and Managing
• Send forms from a staff member's profile via Activity → Forms → Send form. Send several templates at once.
• View outstanding forms and send reminders or cancel them.
• Staff receive one email per send, listing all the forms included, plus a notification bell alert with an Open form action.
My Forms
Staff find their outstanding and completed forms under Your activity → My forms in the Control Panel.
Activity Log
A new Activity → Activity Log tab on each staff profile records forms sent, completed, cancelled and reminded, as well as emails sent.
Permissions
• Role Management has a new Staff section with Staff form templates and Staff form responses permissions.
• Superusers have full access by default. Receptionists can be granted View access, which lets them send, remind and cancel forms but not create templates or open responses. Practitioners can receive and complete their own forms.
Good to Know
Staff Forms is enabled separately for each account. Contact our support team to switch it on.
