Staff Forms for Workflows

Workflows just got more hands-on. You can now attach staff forms to workflow steps — internal forms that your team fills out before an item can progress. Think pre-triage safety checks, consent verifications, or administrative checklists.

What's new#

Staff forms in workflow steps#

Add a Create Staff Form action to any workflow step. When an item enters that step, a staff form is created and must be completed before the item can move forward. You'll see a badge on the workflow board card showing how many forms are pending (e.g. "0/1 staff forms") — click the badge to open and complete the form right there.

Dedicated staff forms list#

A new Staff Forms page under Workflow gives you a single view of all staff forms across active workflow items. Filter by Pending, Completed, or All to find what needs attention.

Fill staff forms from patient records#

Staff forms aren't limited to the workflow board. Open any patient record, click Actions → Fill staff form, choose a template, and complete it on the spot — useful for ad-hoc tasks that aren't tied to a specific workflow step.

Transition gating#

Two new workflow conditions let you control when items can advance:

• All Staff Forms Completed — blocks a transition until every staff form on the current step is done.
• Patient Form Completed — blocks a transition until a specific patient form has been submitted by the patient.

Pair these with the auto-advance feature so items move forward automatically once all forms are in.

Setting up staff form templates#

Head to Settings → Workspace → Forms → Staff Forms to create and manage your templates. Use the same drag-and-drop form builder you already know from patient and referral forms — add fields, set validation, and toggle templates on or off.