Forms and Assessments

Care: Feature Overview – Forms & Assessments

Forms and Assessments is where Care Members can enter and record their daily activities with patients. Forms and Assessments are located within each patient file in the Patient Navigation List. In addition, Assessments can be viewed and added to Encounters as a structured patient care plan.

Forms and Assessments are developed in Designer. Forms and Assessments can also be controlled with View, Read, and Edit capabilities from Security Policies or Roles within Designer. Forms and Assessments can have required answers and protect data with PHI acknowledgements.

Form and Assessments have the ability to: 

  • Add Scoring Group Values 
  • Answer Conditionality
  • Automation Logic
  • Ability to convert Asessements into PDF Templates
  • Charting and Graphing Data
  • Program Logic

Form and Assessments data can be logged with:

  • Open Text
  • Drop Down List
  • Date and Times
  • Email
  • Integers
  • Booleans
  • Formulas
  • Phone #
  • Percentages
  • URL
  • Floats
  • Profiles
  • Dictionaries

In the Assessment view Care Members have the ability to search for Forms 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 regarding Forms & Assessments, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.