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Supplemental Forms in empowOR

 

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