Penelope Smart Forms
Penelope’s built-in smart forms are flexible, powerful, and easy to create and update on your own with no need for expensive and time-consuming customization.
Create an unlimited number of forms, outcomes assessments, letter templates, and surveys, for ultimate flexibility in tracking intake information and demographics, consent forms, as well as client history, demographics, treatment planning, and goal tracking.
With smart forms you can avoid duplication and unnecessary work while improving the accuracy of your data.
Save time and avoid tedious retyping by allowing Penelope smart forms to pull information from your database. Client’s names, dates of birth, or custom information can automatically appear in smart form fields as required, for example.
Questions, sections, or entire pages of documents can be shown or hidden based on the way smart form questions are answered.
Documents that need to be filled out at different stages of a client’s service can pull information from previous stages, and hide or show questions based on past answers.
Decision Support & Notification
Flag workers based on the answers to questions in Penelope smart forms. Paired with workflow automation, these flags can automatically trigger other tasks, notifications, and alerts.
Staff can receive notifications through Penelope, email, and/or text if they choose.
Documents (or revisions of documents) can be locked to prevent editing or deletion. Signatures can be collected electronically with a mouse, a stylus, or even with your finger.
There is no limit to the number of templates you can build in Penelope! Create all the forms, assessments, care plans, consent forms, and surveys your staff use every day.
It’s easy to do yourself, or Athena’s friendly professional services staff can build any forms into your system at a reasonable price.
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Makers of Penelope case management software for health, human and social service agencies.
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