Managing the Standard Forms Library

The Custom Form Library consists of four sections. Each section contains links, the form description, and the form status.

Under Construction - Contains forms that are being created. After all structural changes (sections - if applicable, question groups, questions, and narratives - if applicable) are complete, click make available for scoring to move the form down to the next section.
Ready for Scoring/SPN Setup - Contains forms that are structurally complete. After scores and/or Structured Progress Notes are added, click make available on-line to move the form down to the next section.
Note
A Form is immediately available for selection in a resident's chart after clicking make available on-line.
On Line - Contains forms that are in use (in the communities selected in the communities link). Online forms are available for selection in the Forms tab of a resident's chart. If a form is no longer needed, click retire to move the form down to the next section.
Retired - Contains forms that are no longer in use. Retired forms can be copied to create a new form, or moved online again.

Do one of the following:
- Single community: Care Services > Setup > Standard Forms.
- Multi-community: Management Console > Standards > Care Management > Standard Forms.

Structural changes (adding sections - if applicable, question groups, questions, and narratives - if applicable) must be made when the form is in the Under Construction section. Non-structural changes (e.g. triggers, style) can be made when the form is in any section.
Scores and Structured Progress Notes are optional. They do not need to be added to move a form from Ready for Scoring to On Line.
If a form is completed in a resident's chart and then retired, it can still be selected in the Type list of their Forms tab, with (Retired) after the form name.

Senior Living Communities