We have the ability to set up a form that allows you to receive information from support workers or therapists from their sessions with your clients.
We use an application called HubSpot. The forms are accessed via a link, which can operate from any browser (e.g. from a laptop, mobile or tablet). These forms can be submitted as regularly as you need.
If you decide you want to set up one or more of these forms, (for different clients), you will need to let us know what questions you want on the form to get the information you want. If you could put these questions into a Word document, that would be great.
We can create a bespoke form, tailored to meet your needs, to ensure you get all the information you need to know about the session.
The fee for this service can be found on our fees page, this is a one off payment.
The form will just "run itself" once it is live.
Here are a couple of anonymised forms that Sophie is using, so you can get an idea of what the forms can look like.
Just click on these links:
Anonymised Therapy Feedback Form From MDT
There are a number of different options we can use to gain the information you need (for example a drop-down menu of activities or simple check boxes).
The key to a really useful form is getting the questions (and any help text) right, so the person filling it in gives you the info you really want.
It is important to consider whether each section/field is compulsory or not.
You don't want a compulsory field where it's not relevant every time someone fills out the form, but you don't want them to miss them filling out a crucial field either.
The form can be edited really easily, so once it is "live", you can ask those who are completing it to give you feedback and we can make edits where necessary.
We create the form in our HubSpot account and submissions are then sent from HubSpot to the Ops Team. You will be able to get a copy of the submitted form immediately. This is done via auto forwarding the email the Ops team receives when the form is submitted.
You will need to let us know which email address you would like the form summary to be sent to (some teams have a shared Gmail account for this).
Saving the HubSpot submission summary email as a PDF is the best way to keep this information for your records.
You will be able to share the email you receive when the form is submitted by setting up your own auto forwarding (filtering in GMail) from your email account. We can help with that if you need it.
Contact the Ops Team if this is something you would like to set up.
