Forms and Assessments

Forms and Assessments is the area where Care Team members can enter and record their daily activities with patients. Forms and Assessments are located in the Assessments tab of the Patient Navigation, within each Patient Profile. In addition, Assessments can be added to and completed in an Encounter.

Forms and Assessments are created in Designer. They can be built to allow restrictions on the capability to View, Read, and Edit, from within the Security Policies or Roles within Designer. Forms and Assessments can have required answers and protect data with PHI acknowledgements.

Form and Assessments allow users to: 

• Add Scoring Group Values 
• Apply Conditionality
• Use Automation Logic
• Convert completed Assessments into PDF Templates
• Collect data to chart and graph
• Use Program Logic

Form and Assessments data can be logged as:

• Free Text
• Drop Down Lists
• Date and Times
• Email
• Integers
• Booleans
• Formulas
• Phone #s
• Percentages
• URLs
• Floats
• Profiles
• Dictionaries

In the Assessment view of Care, the Care Team has the ability to search for Forms/Assessments by using the Filters located at the top of the page. 

Want to learn how to create a form or assessment? Read our Knowledge Base article here to learn more. 

More Questions?

If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.