Managing Supplemental Forms

You can create as many supplemental forms as you need. Presumably, you will at least create one for your consent release authorization form. For each form, prepare your document and create a new Supplemental Form item. Fill in all of the entries and provide clear and explicit instructions on each item. The checkbox item labeled "Display on questionnaires" determines that the form will be presented to all references when they enter the system. It is important that when you begin the phase of inviting references, that you have the signed and notarized form in place. This is probably the only form you will designate for this purpose, but there is no limitation.

Be sure to keep your Supplemental Forms library up to date and note that the blank forms are copied to the case file at the time of case creation. Any changes to the case file after that point must be done manually.

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