When creating an Assessment in FormLabTM, it is required that the Prioritized Needs Control be added. This Needs Table will “talk” to the Treatment Plan when choosing goals and objectives. See below for the steps required to create an Assessment in FormLabTM.
- Go to Administration 🡪 FormLabTM.
- Click Start New Form.
- Enter a Form Name.
- Enter a Tab Label and Section Label.
- Check the box to display borders or a label, if desired.
- Click Ok to load the initial form design.
- To add the Prioritized Needs Control:
- Right-click on [Section].
- Select Add Control.
- Select Prioritized Needs.
- Check the box for Required Field.
- Click OK and the control will appear under the associated section.
- Add any additional desired tabs/sections/controls.
- To create a Signatures Tab:
- Right-click on [Form].
- Click Add Tab.
- Enter Signatures in the Tab Label field.
- Enter Signatures in the Section Label field.
- Check the box to display borders or a label, if desired.
- Click Ok to add the new tab to the designer.
- To add a Signature Control to the Signature Tab/Section.
- Right-click on [Section].
- Select Add Control.
- Select Signature.
- In the Signature Label field, enter a label for the signature.
- For Signatory, select User Signature.
- From the Signature Type drop-down menu, select the signature type.
- Under General Options, select Show Route To, Required Field and Treatment Plan Completed.
- Click OK and the control will appear under the associated section.
- You may add additional signatures to this section, if desired.
- Click Save Form Design.
- Click Preview to see what the published form will look like.
- Click the Publish button once you are satisfied with your form.
- The form has now been added to the Form List so it can be added to a Program’s Chart Structure.