We are excited to announce the launch of Vertex Forms, a new module that allows IDD organizations to build, manage, and submit custom electronic forms connected directly to the Vertex case management database.
Forms was one of the most common requests we heard from our customers. Every organization has its own formats, its own documentation requirements, and its own workflows. With Vertex Forms, you can now build the forms your team already uses and have them work inside Vertex, populating data automatically, saving documents to the right file, and eliminating the paper-based processes that have slowed your team down for too long.
What Vertex Forms allows your organization to do:
- Build custom electronic forms for consumers, staff, and external parties
- Populate data directly into the Case Manager database upon submission
- Accept referral and enrollment forms from outside agencies
- Save completed forms as documents on consumer and staff records
- Update existing Case Manager records from a form submission
- Standardize forms across your organization for consistency and compliance
“This has been one of the most requested features we have heard from our customers over the years. Every organization has its own way of documenting services and they told us they did not want to adapt to a new format. They wanted their formats to work inside Vertex. Forms does exactly that. It reduces the learning curve, eliminates double entry, and gives organizations the flexibility to adjust their forms as their needs change. We are really proud of what the team built here.” –Â Melissa Harris, Vice President of Operations, Vertex Systems
The types of forms your organization can build
Vertex Forms is flexible enough to support any documentation workflow your agency requires. Organizations are already building:
- 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 or in disconnected digital files
Learn more or get started
Book a meeting with our Client Services or Sales team to get started today: Contact us
