Can I set fields to fill with caregiver information automatically?

Modified on Fri, 1 Aug, 2025 at 4:41 PM

Yes! Homecare Pro lets you automatically drop the right information into a document before anyone even starts signing to help streamline the caregiver onboarding experience.

`Watch Demo Video Here`

Here’s the quick, plain-English guide:

If you want to pre-fill full names dynamically:

Our e-signature platform allows you to prefill Caregiver full names and Manager full names easily. We recommend using their “Auto-Fill” option for full names only.

Open your template and tap on Auto-Fill tab in the top left corner
Select Name from the sidebar on the left and drop it in where relevant
Ensure the correct recipient is attached to that field (i.e. if it should be caregiver name it is assigned to caregiver).

If you want to pre-fill text fields dynamically:

We recommend using our pre-fill codes below to fill other types of text fields. Only Text fields can be pre-filled.

Open your template and choose the Text field you want to pre-fill.
Click Advanced Settings (you’ll see a small dropdown).
At the bottom you’ll spot a box called API ID.
Paste the corresponding “pre-fill codes” from the list below.
Close Advanced Settings and (when you’re done editing) save the template.
From now on, every document created from this template will arrive with those fields already filled in—no extra typing needed.

Pre-fill codes you can use

Code to enter in API ID	What shows up in the field
autofill_email_clean	Caregiver’s email address
autofill_mobile_phone_clean	Caregiver’s phone number
autofill_first_name	Caregiver’s first name
autofill_last_name	Caregiver’s last name
autofill_dob_pretty	Caregiver’s full date of birth (e.g., “Jan 5, 1990”)
autofill_ssn_clean	Caregiver’s Social Security Number
autofill_address_line_1	Caregiver’s street address (line 1)
autofill_address_line_2	Caregiver’s street address (line 2, if any)
autofill_address_city	Caregiver’s address city
autofill_address_state	Caregiver’s address state
autofill_zip_code	Caregiver’s address ZIP code
autofill_address_pretty	Caregiver’s complete address, neatly formatted
autofill_dl_number	Caregiver’s driver’s-license number
autofill_dl_state	State that issued the caregiver’s driver’s license
autofill_agency_name	The name of your agency

For example, if we want a driving license number field that we autofill at point of generation we would:

create a standard TextField for the Caregiver placeholder
set it’s api_id to autofill_dl_number
if we wanted a second one on the same template we would set it’s api_id to autofill_dl_number_1