Creating Forms and Assessments

Another way to enter data into the welkin system is through Forms and Assessments. Forms and Assessments are devices for structured data entry. To access, you’ll click into a patient profile and click “assessments”. from here you’ll see a list of in progress and completed assessments. The list can be searched for by name or can be sorted by clicking any of the column headers.

To create a new assessment:

• Click the orange “start assessment” button
• You’ll be presented a list of available assessments appropriate for the patient at this point in their journey. Select from any assessment template to continue
• Fill in assessment answers
• Click finalize once completed
• If you’re not ready to finalize, click “finish later” or simply close via the x above and all answers will be saved
• If you’re unable to finalize, make sure there are no mandatory fields that remain empty

Once assessment has been completed:
Once assessment finalized, it will show completed assessment on the list, and any data fields it was designed to populate will update real time to show your results

Note: Assessments must be finalized before completing another assessment of the same template

Where to find assessment score, if relevant:
Some assessments calculate a score once completed, this score is visible in the upper right when you open up a completed assessment.