Smart Forms in Penelope

Penelope Smart Forms

Penelope’s built-in smart forms feature allows your organization to build an unlimited number of templates for the forms, letters, outcomes assessments, and surveys your staff use each day.

Penelope smart forms are flexible and powerful, and can be created easily without the need for expensive and time-consuming customization.

Our smart forms and outcomes assessments tools allow for the complete tracking of an individual’s history, goal completion, clinical progress, and outcomes.

The flexibility of our document creation tool allows for the customizable formatting of treatment plans, care plans, assessments, intake documents, consent forms, letter templates, and any other documentation staff may need to fill out.

Penelope’s flexible smart forms tool can be used to create outcomes assessments containing multiple scored questions or domain scores.

The system can perform calculations as instructed with respect to individual questions within an assessment (e.g. to multiply the score for a particular question by 3, divide it by 2, etc.), and can provide total scores for questions within a domain, or total all domain scores to provide a total assessment score.

Scores from assessments are displayed on the screen and in graphical format.

Penelope smart forms can pull information directly from a client's file into a document, and can also pull data from one form to another while providing the option to easily create custom formatted documents with an unlimited number of fields for the purposes of data collection and reporting.

These features not only reduce data entry, improve accuracy and completeness of data, and provide for an agile, flexible framework that can anticipate and handle changing requirements, they also serve to improve the quality of service / client outcomes by modelling best practices, improving the quality and timeliness of relevant information to staff, and providing comprehensive decision-support resources.

And here’s the best part - creating custom smart forms, assessments or letters in Penelope does not require an I.T. background or special programming of any kind – this functionality is part of the system and designed for anyone to use. That said, you can also take advantage of the expertise of our Athena professional services staff, who can be hired at a very reasonable rate to build your documents into the system for you.

Penelope smart forms include a number of innovative features, including:

Auto-Population

Information already entered in Penelope can be automatically pulled into a smart form by the system, to help eliminate tedious re-typing of information. A simple example would be to have a client’s name automatically populate in a document, though there are literally hundreds of other options that could be pulled into a document based on your needs.

Revision Control

Documents (or each revision of a document) can be locked to prevent editing or deletion, and to preserve an audit trail. As well, our electronic signatures functionality means that documents can be signed with your mouse (on a desktop computer) or with a stylus or even your finger if using a smartphone or a tablet.

Decision Support

Our smart forms also include the option to create ‘conditional’ questions, where questions, sections or entire pages of documents can be shown or hidden depending upon the answer to a particular question. As well, conditional questions can flag workers based on the answer to that question. With our automated workflow functionality, these flags can automatically trigger notifications or alerts for management or other staff as well.

Automatic Notifications

The auto-workflow option can also be configured so that a notification is delivered to designated staff members each time a particular document is filled out in the system. The notification would be delivered to the Messages area within Penelope for each relevant worker, though the system can be configured so that these are sent via email or text to those staff members as well.

Staging

Penelope smart forms also contain the option to add ‘stages,’ which mean documents can be filled out at multiple stages of a client’s service, e.g. a document that requires a review to be completed each quarter, every six months, etc. The forms can be easily configured to pull information from previous stages into the next one, or to hide or show certain questions in one stage but not in another.

Fill out the form at the bottom of the page, and one of our evaluation specialists will be in touch to chat more about smart forms, or to schedule in a demo of Penelope at your organization today.

Learn More about Penelope

  • Engage
  • Collaboration Suite
  • Tableau Reporting
  • ORS / SRS in Penelope
  • Mobile
 

Penelope Smart Forms

Penelope’s built-in smart forms feature allows your organization to build an unlimited number of templates for the forms, letters, outcomes assessments, and surveys your staff use each day.

Penelope smart forms are flexible and powerful, and can be created easily without the need for expensive and time-consuming customization.

Our smart forms and outcomes assessments tools allow for the complete tracking of an individual’s history, goal completion, clinical progress, and outcomes.

Watch this video to learn more about how Penelope smart forms can help your organization improve accuracy and quality assurance.