Changing the form on your service listing
Caredove offers a library of core forms that can be assigned to your service listings. These forms are designed using industry best practices and are widely used across the platform. If your organization has an Advanced Subscription, you may also have access to an advanced form with custom logic and specialized content tailored to program specifics.
Click Edit on the desired service listing
Scroll to the eReferral Information section
Choose a form from the Referral Form dropdown
Preview the form by clicking the preview button to the right
Once the desired form has been selected, click Save
💡 Note: Organizations on the Essentials (no cost) subscription cannot request changes to forms in the core form library. If a core form does not meet your agency’s needs, you may request a meeting with our Customer Success team to discuss potential options.
Request Form Changes
Form change requests are only available to organizations on an Advanced Subscription. All requests are reviewed by our team and are not guaranteed approval. We approve updates based on clinical relevance, accessibility, and form design best practices.
To request a change:
The name of the form that you're requesting to change, or the name of the service that the form is connected to
The exact details of the request
Any language considerations
To ensure effective use of our team’s time, we ask that form change requests be batched wherever possible. Please gather all revisions into a single list for review, rather than sending one-off updates.
If you’re using a core form and it doesn’t meet your needs, let us know—we’ll coordinate with our Customer Success team to assess your situation and identify a more suitable form or approach for your agency.
Once we receive this information, we will assess your request to determine its complexity:
Small changes: Quick and easy changes like some wording adjustments or adding/removing simple questions are often able to be approved and implemented quickly.
Large changes: Larger or more complicated change requests may require a further assessment by our team members. These may require a planning session and additional development time. We will confirm requirements and timelines before moving ahead.
Caredove uses Form Design Best Practices when creating or editing any form.
Form Change FAQs
How do I know which forms my organization is using?
Organization Administrators can easily identify which forms are in use:
Go to Settings.
Select Referrals.
View the Service Table which will display Referral Form names and the Service Listings the forms are connected to.
It is also possible to see the names of forms from the Service Listings module in Edit mode.
💡 Note: Depending on your Caredove subscription, your organization may have access to core library forms, advanced forms available for you, or advanced forms based on your participation in a regional initiative or Network.
Who can request form changes?
Only Organization Administrators, or individuals with their approval, can request form changes. Form edits are only possible for advanced forms your organization has created or customized. We cannot make changes to core forms or shared regional forms without further assessment.
Are forms available in French or other languages?
We offer language variations on forms. The process is as follows:
Finalize Form in English: Work with our team to ensure the form is complete and finalized in English first.
Export Form Fields: Our team will export all form fields onto a shared spreadsheet.
Language Translation: Our team will apply machine-generated Google translation in your language of choice (e.g., French). Your organization is then responsible for validating the translated copy or providing your own unique translations for each form element directly on the shared spreadsheet.
Create French Version: Our team will re-upload the spreadsheet to our Form Builder to apply the translated copy.
💡 Note: If you have a multi-lingual form, change requests need to be provided in all applicable languages.
Can we make form change requests if our system is integrated with a CMS or EMR?
If your Caredove system is integrated with a Case Management System (CMS) or other system(s), form change requests may need to comply with integration guidelines. Our team will check for any integration dependencies when we receive a form change request.
What subscription level do we need to request form changes?
To gain access to our advanced forms library, organizations need to have an Advanced Subscription. Your organization's annual invoice will state the number of forms and language options available.
Can I apply conditional logic or advanced actions to my forms?
Yes, advanced forms with features such as conditional logic are available as add-ons to a Caredove advanced subscription plan. Learn more about our advanced forms here and speak to Sales if you would like a quote on an advanced form solution.
Caredove is in the process of transitioning all clients over to our newest form builder which may mean your organization's forms will get swapped over to using the new core forms. Learn more about this process here.
Our team is here to help with any questions about new forms or form changes 😄