What does this help your homecare business to do? This feature helps managers cut down on admin time by pre-filling the common details required for risk assessments. This means less time setting up forms and more time focusing on client care!
Important: The template details only apply to new risk assessments added to client profiles, not existing ones.
Creating a Template from an Existing Risk Assessment
Note: Adding new information to an existing Risk Assessment (RA) in Settings won't change the RA documents already sitting in your client profiles.
Open Settings > Clients > Risk Assessment Forms.
Select an existing RA in your list to use as a template.
In the Form Type list, select the template you want to use for that RA name.
Fill in the general template information.
Click Save.
Remember, This information will automatically appear when you add this RA to any client profile, so don't include client-specific details yet!
Starting Fresh: Creating a Brand New Template
Open Settings > Clients > Risk Assessment Forms.
Click + Add Risk Assessment Form.
Add the name of the Risk Assessment (e.g., Mobility, Fire Hazard, Driving, etc.).
Select the type of template you need: Action-Benefits-Loses, HSE Risk Assessment, or Risk to Others.
Now you can fill in the general, non-client-specific information for the template.
Click Save.
The list of RAs will show you who updated the template and when.
Adding templates to the client's profile
Open the client's profile you want to add a RA
Open the tab Risk Assessment
From the Actions Menu, select Add Risk Assessment (to choose a specific one) or Add All Remaining Risk Assessments (to add every template from Settings to the client).
From the Form menu, select the RA name you want to add
If it was a template, you'll see all the pre-filled information instantly
Edit or customise the RA to fit the client's specific needs, and then click Save
Check this Video Tutorial