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Forms in Visualcare are created from your uploaded JotForm templates and attached to client or worker profiles. This guide covers how to create a new form from the client profile.

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Where forms can be created

Forms can be created in three ways:
  1. From within the client Forms tab by clicking New Form and selecting a template
  2. From the vAssessment portal
  3. From the Vworker mobile app
Client forms tab

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Instructions

1

Navigate to the client profile

Open the client profile and select the Forms tab.
2

Create a new form

Click New Form and select the template you want to use from the drop-down list. Only templates that are active and visible to your user role will appear.
3

Complete the form details

Fill in the form fields as needed. The form pulls from the JotForm template you selected.
4

Save the form

Once completed, save the form. It will appear in the client’s Forms tab for future reference.
The templates available in the drop-down are managed under Maintenance → Templates. If a template is missing, check that it’s active and your role has been given access.

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Running into issues?

See General troubleshooting for common errors and fixes.

Managing forms

Edit, duplicate, and manage existing forms

Form templates

Control template visibility and role access

Form builder

How form templates are built and configured