Custom forms that fit your agency

Build, customize, and manage the forms your agency needs. From assessments and ongoing care documentation to admissions, all within CareSmartz360.

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Data Security

HIPAA

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50%

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Keep documentation consistent across every caregiver and client

Consistent documentation is essential to delivering quality care. From client intake assessments to care plans and ongoing records, every form should capture the information your home care agency needs in a structured and reliable way.

CareSmartz360 custom forms help agencies standardize documentation across teams by using forms tailored to their processes. Whether completed in the office or in the field, staff can use the same forms, helping maintain consistency throughout the care journey.

With client information organized in one place, your team can spend less time managing paperwork and more time focusing on accurate data and high-quality care.

CareSmartz360 Custom Forms

Simplify data collection with custom forms

Build custom online forms, collect client data, and automate processes in minutes with no help from engineering or IT!

HIPAA Compliant Custom forms - CareSmartz360

HIPAA compliant forms

Eliminate chaotic paperwork and reduce security risks by automating client intake, assessment, and other client data collection processes with our HIPAA-compliant solution.

Customize your forms with CareSmartz360

Customize your forms

Choose a built-in form, or create your own client-specific forms with our easy-to-use form builder and advanced features. Personalize your forms and let your brand do the talking.

Custom Form Solution - CareSmartz360

Drag, drop, and design!

Our feature-rich custom form solution, with 20+ field types, drag & drop features, custom themes, and a simple user interface, helps you create attractive, functional forms that meet your needs!

Set-up access permissions - Custom Forms CareSmartz360

Set-up access permissions

Maintain a clutter-free management experience and minimize errors by configuring which users can create and access forms.

Have a question?

It allows you to create new forms and/or modify existing ones by choosing from a wide variety of fields, also allowing data validation and conditional display logic. Form templates can be created and used for Client Assessments and/or any other forms which an Agency uses for their clients.

Enabling and creating new forms to use across the agency requires Admin permissions to access Settings.

Yes. A signature component is one of the most requested items added to custom forms. It is a special field that allows someone to sign the field with either their finger on a touch-enabled device or with the mouse pointer. This signature will be converted into an image and stored with the form submission.

Yes. Custom forms are saved as drafts while they are being created and can be activated once they are ready to use. After the form is completed, both agencies and caregivers can download/view their forms, respectively. Also, forms that are in progress can be reopened and updated. Access to forms can also be managed through user permissions, allowing administrators to control who can edit or view within the client profile.

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CareSmartz360: G2 Awards, Top-Rated for Home Care Excellence
110+ G2 Awards

Top-Rated for Home Care Excellence

CareSmartz360: Gartner Awards from Capterra, GetApp, and Software Advice
40+ Gartner Awards

Capterra, GetApp & Software Advice

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Juli Wall

Owner, Morning Glory Home Care

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CareSmartz360 recognized as a Top Performer by SoftwareSuggest for 2026
CareSmartz360 home care software - g2 momentum leader summer 2026 award
Capterra badge for Best Value in 2026, an award received by CareSmartz360
CareSmartz360 won crozdesk happiest users 2026 award

Grow better with CareSmartz360 today

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