Purpose of Supplemental Forms
- Collect additional participant information required by programs, funders, or agencies
- Provide in-depth details about participants and households
- Attached to Work Templates within a household's record
Key Characteristics
- Each form focuses on a specific topic (e.g., Assets, Employment, Healthcare)
- Forms capture information for a particular point in time
- Information should be reviewed and updated with each new contact
Process for Updating Information
- When information changes, create a NEW record
- The old record remains in the system as a historical record
- Only necessary forms should be attached to work templates
Types of Supplemental Forms
There are 20 different supplemental forms, including:
- Assets and Liabilities
- Benefits
- Budget
- Credit Score
- Document Management
- Education/Training
- Emergency Contact
- Employment
- Healthcare
- Income
- Insurance
- Referrals
- Utilities
Notable Features
- Forms can be customized by agency
- Some forms adapt based on participant characteristics (e.g., child vs. adult)
- Allows for comprehensive tracking of participant information across multiple dimensions