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CM Customer Ideas Portal
Created by Michelle Cheetham
Created on Jun 20, 2024

Options to save forms t draft automatically during completion

Functionality to automatically save draft forms or add save & continue button/functionality to each page

Customer Challenge

When completing CM forms, users have to be trained/reminded to regularly save their input. If they lose connection during input, they can lose some of their work. It would be useful to have automatic save to draft functionality or save and continue button on each page of CM forms

Business Case

To prevent potential rework, save time for Practitioners and Case Managers when completing Personal Support Plans and Reviews

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