forms

I’d like to request an enhancement that allows clients or their authorized representatives to complete custom forms themselves and then electronically sign and submit them.

Currently, our workflow requires a staff member to speak with the client by phone, enter the client’s answers into the custom form, and then send the completed form to the client for signature. We would like the option to send a blank or partially completed custom form directly to the client so they can provide their own responses before signing.

Requested functionality

Ideally, this enhancement would allow us to:

• Send a custom form to a client or authorized representative through a secure link or client portal.
• Choose which fields are prefilled, editable by the recipient, or reserved for staff.
• Require completion of designated fields before submission.
• Allow the recipient to save their progress and return later.
• Collect the recipient’s electronic signature after they complete the form.
• Automatically save the submitted form to the client’s record and notify the appropriate staff member.
• Track whether the form is pending, in progress, or completed, with the ability to send reminders.
• Review the completed form and, if needed, return it for corrections.

We would also like to retain the current staff-assisted workflow for clients who need help completing forms.

Business need

Client-completed forms would help us reduce time spent on phone-based data entry, let clients complete paperwork at their convenience, and reduce the risk of staff misinterpreting or incorrectly transcribing their responses. This would be particularly useful for intake paperwork, questionnaires, and other custom forms that need to be completed before services begin.

The key distinction is that we need clients to be able to enter their responses, not simply sign a form that staff has already completed.

Please let us know whether this functionality is already available through an existing configuration. If it is not, please submit this as an enhancement request and share the request or tracking number, along with any available information about planned support for this workflow.