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.

Auto Population

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.


Conditional Questions

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.

Client Facing

Send smart forms to clients ahead of time with Engage. Forms can be filled out by your clients on any device and then sent back via Penelope at your client’s convenience!

Revision Control

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.

Unlimited Number

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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