1. The Client Experience: A Modern Workflow
Improved Booking Interface: If you have booking enabled, clients will see our newest module. It offers a cleaner interface with high-level appointment details and powerful filters. Clients can now easily sort by location to find the time and place that best suits their needs.
Bilingual Toggle: For forms that are available in more than one language, a language toggle now appears in the top-right corner. This allows clients to swap between languages instantly, completing the form in the language they find most comfortable.
Refreshed Eligibility & Options: Pages for Eligibility (Yes/No prompts) and Service/Referral Options have been updated with a modern design.
Note: To ensure the best user experience, Service Options will eventually be optimized for specific service categories that require that specific level of data collection.
Advanced Form Logic: For Advanced subscribers, some referral options may now be built directly into the form itself. This utilizes our new conditional logic, keeping the form short by only showing relevant fields based on previous answers.
2. The Admin Experience: Cleaner Data
Core Form Library: Most users will transition to our "Core Forms." These have been rigorously tested and revised to ensure they align with industry standards while adding helpful new data points.
Enhanced PDF Downloads: You now have access to a redesigned PDF download. It provides a cleaner, more professional, and easier-to-read summary of the referral data.
Add-on Appointments: The new form builder enables the "Add-on Appointment" feature. This allows your staff to quickly refer clients to additional services or appointments within your organization immediately after the initial intake. Learn more here.
3. Managing the Transition in Your Inbox
The "Partial" Tag: After you switch to the new forms, your older referrals will appear with a "Partial" tag in the inbox. This is simply a visual indicator that the referral was submitted on the previous version of our form builder. It can also mean that Quick Book was used by your team for the submission or that the referral came in through certain integration submissions.
Transposing Data: You aren't required to do anything with these tags. However, if you wish to move that data into the new form format, you can use the "Add Form" button in the Action Menu. This will copy the previous data into the new form (you may occasionally need to fill in a new field) and save it in the updated layout.
Note: If you previously saw an "Upgrade" tag, this is the same indicator under a new name.
4. Why make the switch now?
The move to the new forms is about more than just a fresh coat of paint. It provides:
Higher Conversion: Better mobile design means fewer abandoned referrals.
Better Data: Data collection standardization for basic demographics.
Future-Proofing: All new Caredove features are being built exclusively for this new engine.
While the previous version of our forms will remain available for a limited time, all new features and enhancements will be built exclusively within the new form engine. We strongly recommend transitioning now to ensure continued access to future improvements.
📌 FAQs & Design Feedback
Can I customize the design of the new forms? These designs were developed based on extensive user testing and feedback to work across the entire Caredove network. While we are always happy to hear your feedback for future consideration, these platform-wide designs generally cannot be adjusted for individual organizations.
What if I need a highly unique form? If the Core forms don't meet your needs, please reach out to us via the chat. We can connect you with our Customer Success team to discuss our Advanced Subscription options.
Will my old data be lost? No, all pre-existing referrals will remain as they were originally. The only change will be the visual 'Upgrade' tag that we discussed above (point 3).
What should I do with my current website links? To ensure your clients get the best experience, we highly encourage you to update the Caredove links on your website to the new URL format. Follow our publishing guide here.