Core Features

Custom Forms

Design intake forms, reviews, and checklists yourself, and control exactly who can see and fill them in.

Custom forms
Intake QuestionnaireParticipant fills in
6-Month Plan ReviewManager only
Vehicle Waiver3 outstanding

Illustrative preview — not real participant data.

Every organisation has its own paperwork — intake questionnaires, periodic reviews, waivers. Rather than hard-code a fixed set of forms, Carelio lets you build your own form types directly in the app, with the fields you actually need.

You decide who can fill each form in and who can see the results — a participant, a Support Worker, a Manager, or all of them — form by form.

Who it's for

Admins setting up their organisation's own paperwork, and anyone who needs to fill a form in without waiting on the office.

What you can do

  • Build new form types with your own custom fields — no coding or developer needed
  • Control visibility per role (Manager, Support Worker, Participant, Support Coordinator) for every form
  • Let participants fill in specific forms themselves, right from their own portal
  • Track which forms are outstanding for a given participant
See Plans & Pricing →