Forms
Getting Started With Digital Forms Has Never Been Simpler
Go Paperless Without Changing the Way Your Team Works
IDD agencies run on documentation. Intake forms, referral packets, enrollment requests, periodic summaries, staff onboarding. The volume of paperwork is significant and the cost of managing it manually is real. Forms get lost. Data gets entered twice. Versions fall out of sync across departments.
Vertex Forms eliminates all of it without asking your team to learn a new process or change the forms they already know.
With Vertex Forms, your organization can build fully custom electronic forms, connect them directly to your Case Manager database, accept submissions from external agencies, and have every completed form automatically saved to the right consumer or staff record. Your forms. Your format. Built into Vertex.
What Vertex Forms Does for Your Organization
Build Custom Electronic Forms for Any Workflow
Create internal and external forms that match the formats your organization already uses, field for field, in the order your team knows. There is no new form for staff to learn. They fill out the same form in a smarter way and it flows directly into Vertex.
Populate Data Directly Into Case Manager
Completed forms push data into your Vertex Case Manager database automatically. There is no second step, no re-entry, and no gap between what was submitted and what is in the record. Information captured once goes exactly where it needs to go.
Accept Submissions from External Parties
Outside agencies, referral sources, and prospective consumers can complete and submit your forms directly without calling, faxing, or emailing information that someone then has to enter manually. Referral forms, enrollment requests, and intake documents come in connected and ready.
Save Every Completed Form as a Document on File
Every submission is automatically saved as a document on the appropriate consumer or staff record within Vertex. No separate filing step. No scanning. No shared folder with no naming convention. Three months later, the form is exactly where it should be.
Update Existing Records From a Form Submission
Forms are not just for collecting new information. They can update what is already in your database. When a consumer’s situation changes, a staff record needs updating, or a plan needs revising, a form submission handles that update automatically. No manual edits required.
Adjust Forms as Your Organization Evolves
Regulations change. Services change. Requirements change. Forms built in Vertex can be updated instantly, one change, live everywhere, with no reprinting, no redistribution, and no risk that someone is still using an outdated version.
Forms Features
- Handled for you from day one by the Vertex Implementation team
- Simple, intuitive interface for your consumers and employees
- Unlimited form length and complexity
- Multiple field types including text, dropdowns, checkboxes, date pickers, and signature fields
- Attach supporting documents directly to any form submission
- Multi-step forms and subforms for complex workflows
- Fully configurable formatting to match your organization's existing layout and branding
- Utilization of AI technology to create JSON files
Forms Your Organization Can Build
Vertex Forms is flexible enough to support any documentation workflow your agency requires:
- Consumer intake forms
- Referral forms
- Enrollment forms
- Periodic summaries
- Plans of care and planned management documents
- Staff and employee onboarding forms
- Staff training acknowledgment forms
- And any other form your organization currently manages on paper
Why Vertex Developed Forms
You asked. We delivered.
Forms was one of the most consistently requested capabilities from Vertex customers and the reason is simple. Every IDD organization has its own way of doing things. Its own intake format. Its own referral process. Its own documentation requirements are shaped by the states it operates in, the funders it works with, and the services it provides.
Our customers did not want to adapt to a generic form. They wanted their forms, their format, their fields, their process, to work inside a connected system. They told us that every client had its own reporting format and wanted to see that format reflected in their software. They told us that a familiar, consistent form reduces the learning curve and increases adoption across the organization. They told us that flexibility to adjust a form as business needs change is not optional. It is essential.
Vertex Forms was built around all of that. It simplifies and standardizes your documentation processes without asking your team to change how they work. It meets your organization where you are and connects it to the rest of your Vertex platform.
How Vertex Forms Integrates with Case Manager
Vertex Forms and Case Manager are designed to work together as part of a fully connected platform. Form submissions populate data directly into the Case Manager database. Completed forms are saved as documents on consumer and staff records. External referral and enrollment submissions flow in automatically and connect to the right record without manual transfer. Every submission contributes to the audit trail your organization needs for compliance, state oversight, and funder reporting.
Referral Portal: Forms Technology Built for External Intake
The Vertex Referral Portal is a module built on the same form technology your organization already uses. It allows external case managers, social workers, and partner agencies to submit consumer referral requests directly to your organization through a structured digital form on your website. No phone calls. No faxed paperwork. No manually re-entering data that someone else already has.
The Referral Portal follows the same setup process as any other Vertex Form. Send your existing referral form to the Vertex team, and we build the digital version and connect it to your platform.
The Referral Portal is available now.
Ready to Eliminate Paper From Your Organization?
Vertex Forms is now available. If your organization is ready to go paperless, reduce double entry, and bring your documentation workflows into a single connected system, we would love to show you what is possible.
- Info@VertexSystems.com
- (614) 318-7100