Overview of Forms 3.0

Learn more about Alleva's powerful new documentation tool, Forms Manager 3.0!

📣 📣 We are thrilled to announce the global release of our brand new tool, Forms Manager 3.0! It offers new functionality and key benefits, including..

1. Intuitive Formatting
Forms 3.0 is intuitive and easy to navigate, empowering you to take control of your documentation destiny! Build or edit your forms with new streamlined formatting options.

2. Shareable Fields
Share answers across forms to eliminate redundancy and save time. Fill out a question once and see it pre-fill on all proceeding forms.

3. Custom Calculations
Set up automatic calculations within your forms. Have an assessment you've developed for your clients? Mark numeric questions as "calculable" and insert a calculation at the end of your assessment. You can then get a total score without ever pulling out a calculator.

4. Reporting with Insights
Pull client data from custom 3.0 forms into Alleva Insights for more reporting customization than ever. (Prime and premier packages only).

ATTENTION: ALL custom 2.0 forms need to be replaced with new 3.0 forms before we sunset Forms Manager 2.0. Our team will assist with rebuilding your existing forms, but you will need to learn how to build new forms, as well as how to place them throughout the system (Intakes, admission checklist, discharge summary, etc.).

We have a ton of help articles HERE to help you learn how!

All customers are encouraged to get #AllevaCertified with the free Forms 3.0 Training Course in Alleva University, available today!

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1/24/2024 Version 1.175.2