Complete Electronic State Form [Feature]

This feature allows users to complete visit forms on a tablet or phone and having the answers populate on the state agency-mandated form.

Forms are automatically uploaded into My Food Program so that providers or centers can view them any time. We can also configure emails to be sent to providers, centers, and sponsor staff with the forms attached.

To use this feature:

• Click on Visits on the main site dashboard. This will bring you to a list of recorded visits.

• Click the blue Add Visit button in the upper-right corner.

• Complete the required fields to save the visit:

• Manual/Electronic: select Complete Electronic State Form
• Visit Date
• Visit Type
• Electronic Form (select which state form you would like to use)
• Meal Observed

• Click the green Save Visit button.

Once the visit is saved, you will see the Open Electronic Form button.

• Click this button to be directed to an external site to complete the form
• After the form is submitted, the button in My Food Program will switch from Open Electronic Form to View Document
• Clicking the View Document link will allow you to view the completed electronic form