The Client Forms (or Notes) are accessed either from the Client list or from the Side Bar Menu.
To access, click from the menu along the top of Webcare. Select Notes for the client you require.
Alternatively, select Forms from the Side Menu Bar located on a Clients profile. (Click on a clients name, the Side Menu Bar will be on the Left side of the screen)
The Clients Forms/Notes page lists all the completed client custom forms. These can be Incident forms, daily notes, risk registers etc. You can see below that the Incident Accident Reports and the Risk Registers are in their own list.
To add a new form to your client, click the arrow next to New (1). Select the form you require from the drop down list (2), complete the form details, then click OK. This will add the form to the list.
Alerts can be added every time a form or note is added, this can especially important for forms like Incident Accident Reports. Find out how to do this here.