Forms

BoolCare has a flexible forms system that covers everything from daily notes to clinical assessments. It ships with built-in forms and gives you the tools to build custom forms tailored to your organisation.

The forms library

Click Forms in the sidebar to open the forms library. It shows all forms available to your organisation — both built-in and any custom forms you have created.

You can filter forms by status:

Daily Notes

Daily notes are the simplest form in BoolCare — a free-text field for recording daily observations, events, and updates for a resident.

How to add a daily note

1. Go to Forms → Daily Notes, or open a resident's profile.
2. Click New daily note.
3. Select the resident and date (defaults to today).
4. Write your observation.
5. Click Save.

Daily notes appear in the resident's activity timeline and can be queried by the AI assistant.

MUST Assessment

The Malnutrition Universal Screening Tool (MUST) is a built-in, structured assessment for nutritional risk.

How to run a MUST assessment

1. Go to Forms → MUST Assessment.
2. Select the resident.
3. Work through the four steps:

Step 1 — BMI Enter the resident's height and weight. Choose the measurement method: measured, self-reported, or estimated via ulna length. BoolCare calculates the BMI and assigns a score.

Step 2 — Weight loss Enter the resident's previous weight (if known) and the time period. BoolCare calculates the percentage weight loss and assigns a score.

Step 3 — Acute disease effect Toggle this on if the resident is acutely ill and has not eaten (or is unlikely to eat) for more than 5 days.

Step 4 — Risk level BoolCare totals the scores and displays the overall risk level:

1. Add management notes (e.g. dietary referral actions taken).
2. Save the assessment.

MUST scores are tracked over time and can be visualised as a trend in Reports.

Body Map

The Body Map is a visual tool for documenting wounds, skin integrity concerns, bruises, or other physical observations.

How to record a body map

1. Go to Forms → Body Map.
2. Select the resident.
3. Choose the front or back body view.
4. Click on the diagram to place a marker at the location of concern.
5. Add a description for each marker (e.g. 2×2 cm wound, clean edges, no signs of infection).
6. Add as many markers as needed.
7. When finished, click Capture snapshot to save a PNG image of the annotated diagram.
8. Click Submit.

Body maps appear in the resident's timeline and can be reviewed in Reports.

Custom forms

Admins and managers can build bespoke forms for their organisation using the Form builder.

Creating a custom form

1. Go to Forms → New form.
2. Give the form a name and set its theme colour and icon.
3. Add pages and fields using the drag-and-drop builder.

Supported field types

• Short text
• Long text (multi-line)
• Number
• Date
• Single select (dropdown or radio)
• Multi select (checkboxes)
• Yes / No toggle
• File upload
• Resident picker (links the submission to a specific resident)

Publishing a form

Once you are happy with the form, click Publish. This creates an immutable version snapshot. Staff can now see and submit the form from the library.

Note: Once published, changing the form creates a new version. Previous submissions are always linked to the version they were submitted against.

Submitting a custom form

Staff open the form from the forms library, fill it in, and click Submit. If a resident picker field is included, the submission is linked to that resident's timeline.

Next steps

• View form reports
• Query form submissions in the AI assistant