Individual Data Form

The Individual Data form (IDF) is designed to help you record and maintain essential Information regarding the individuals you support. The page contains basic information such as first and last names, gender, date of birth, SSN, Medicaid number, admission date, physical features, and more. You are able to attach two photographs of the individual and add external files or attach scanned documents to this module.

Demographics User Guides

Medical information such as diagnoses, allergies and medications are listed in the form, along with contacts such as the individual’s physician, dentist, hospital and pharmacy. Guidelines, insurance information, behavior management, assessment score, team member information and custom fields can be tracked with the Individual Data form.

  • Records basic identification details of individuals
  • Displays Identification Data, Insurance, Contacts & Program Enrollment Information
  • Includes Medical information including Diagnoses, Allergies & Medications
  • Provides the capability to attach and scan external documents in a HIPAA compliant way
  • Generates PDF copies and archives each version of the form

Demographic Report

The Demographic Report is based on the information entered in the Individual Data forms. The report displays the relevant demographic statistics by active/inactive individual, gender, age, mobility, communication modality, top 10 diagnoses and others.

  • An essential tool for agency data analysis
  • Shows counts of active and inactive individuals in different programs
  • Report displays demographic statistics from the information entered in the Individual Data forms

Emergency Data Form

The Emergency Data Form (EDF) displays a set of information that may be essential in case of emergencies. Data is automatically extracted from an approved Individual Data form and shown in a read-only view. Users are also given notifications if emergency information has been changed. On these forms, a ‘Read and Acknowledge’ count is shown to the user on their Dashboard so they can follow-up. It can be printed or exported to PDF format. The EDF’s usage also extends to temporary staff who need to get an overview of the individual.

  • Guidelines, Medical Information & Contacts for emergencies involving an individual are available
  • EDFs can be printed out or exported to PDF format for viewing
  • The EDF’s usage also extends to temporary staff who need to get an overview of the individual