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Web Forms and Surveys

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Web Forms and Surveys

A growing number of people prefer self-service or electronic means to explore options and engage with organizations, rather than make a phone call. Having online engagement options available to your community not only means you can help more people, but it reduces wait times and prevents calls from going unanswered.

iCarol’s Public Web Forms feature enables you to invite community interaction online. These configurable forms allow your partners and help-seekers to send you information that is then submitted directly into your iCarol system to become part of other workflows.

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With Public Web Forms You Can:

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Save Time and Resources

Offering self-service options allows you to free up your staff and volunteers for the tasks that require more direct assistance by allowing the public or your partners to submit information to you online.

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Expand Your Engagement Options

Public Web Forms are versatile Contact Forms accessible by those without an iCarol login. They are used to collect information for virtually any purpose, including:

  • Applications
  • Intake Forms
  • Service Inquiries
  • Surveys
  • Quality Assurance Checks
  • Assessments
  • And more

Once submitted, the data is delivered to your iCarol system and acts similarly to your internal Contact Forms.

Having additional options for your community to engage with you means you’ll help more people, without committing additional staff or resources.

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Assure Quality and Gain Insights through Surveys

One popular way to use Public Web Forms is survey those who have received your services.

Learn more about:

  • Satisfaction with your service
  • Success of access to referrals made
  • Outcome information
  • Gaps in service or unmet needs
  • Social determinants of health
  • And more

Meet requirements and secure data that’s vital to your funding. Surveys can be conducted manually over the phone, or automatically sent by email or SMS/Text on a schedule you determine using Automated Follow-ups.

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Offer Coordinated Intake

Whether you’re collecting information independently or collaborating with partner agencies, iCarol Public Web Forms streamlines your intake process.

Key features include:

  • Password protection to limit access to authorized users
  • Document and file uploads for comprehensive submissions
  • Scheduled availability to control when forms can be accessed
  • Email alerts to notify staff when new forms are submitted
  • Eligibility prescreening

It’s a simple, secure, and flexible way to manage your intake process—so you can focus on what matters most.

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Blend With Your Brand

Configure the desired fonts, colors, and other formatting to make your Public Web Forms fit into your website and match your branding for a seamless user experience.

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Run Reports and Prove Your Value

The information submitted through Public Web Forms is delivered to your iCarol system. Use it in your reporting, analysis, and exporting just like the rest of your Contact Records.

Learn more about how iCarol can help your organization!