Forms in Adult Day Genie replace the paper that usually lives in binders: intake packets, consent forms, assessments, and daily documentation. Completed forms stay attached to the member, so finding one later takes seconds instead of a filing-cabinet search.
What forms can cover
Use forms for the documents your program completes on a schedule or at an event: intake and enrollment paperwork, face check-in consent, periodic assessments, incident documentation, and the daily or weekly notes your program requires. Because forms are digital, a required field cannot be skipped the way a blank line on paper can.
Completing forms during the day
Staff complete forms from the same dashboard they use for attendance and care notes — there is no separate system to sign in to. Each completed form records who filled it out and when. If your staff can use the photo app on their phone, they can complete a form here; screens that need training are treated as defects, not features.
- Complete event-driven forms (like incident documentation) the same day.
- Attach the form to the right member profile — verify by photo, not just name.
- Use consistent form names so reports and searches stay predictable.
Finding completed records
Open a member's profile to see every form completed for them, alongside their attendance history and care notes. When someone asks for documentation — an MLTC plan, a state reviewer, a family member's authorized representative — you pull it from the member record rather than reconstructing it. Pair this with reports and exports when the request covers many members or a date range.
Documentation habits that hold up
Digital forms make good habits easier, but the habits still matter. Document at the time of service rather than batching at week's end; write what was observed rather than conclusions; and when something was recorded incorrectly, correct it visibly rather than quietly. Like attendance, the goal is a record you would be comfortable showing a reviewer exactly as it stands — no software can promise how a review turns out, but a complete, consistent record is what reviewers ask for.