Autofill Form History is an additional form functionality that can be configured on specific forms upon request. Please note- LCD/Dynamic/Expandable forms are not compatible with Autofill Form History. If you'd like to request that Autofill Form History be enabled on a specific form, please submit a CaseWorks Support Ticket. Click Here for more information.
The Autofill Form History feature is a function in which CaseWorks will autofill the contents of specific forms if the same doctype has been completed and filed in the client’s Electronic Filing Cabinet. A newly generated form will be auto-filled with the contents of the most recently filed document of the same doctype.
For example, if I have completed a DHS6791E reassessment for a client andfiled it to the client’s EFC, and then months later am required to complete another DHS6791E- when I generate the form, it will autofill with information from the previous reassessment I filed to the client’s casefile.
- Select client in the first field in the APN
- Select ‘Forms’
- Select the desired Autofill Form History Doctype
- Click the green checkmark
- Complete form fields
- When complete, check File to EFC
- (Document can also be saved to DPC to finish processing and then filed to EFC)
- Click submit
When it is time to generate this form again for your client, generate the form using the same steps from above.
Our generated form has been auto-filled with the contents of the previously filed document.
Additional note: Only fields not set to autofill will pull in 'autofill form history' data. Fields such as case number, DOB, client name, address, etc. will autofill ongoing with most recent data in the repository.