Knowledge Base
Care
Features Overview
- Help Section
- Roles
- Patients
- eRX: Reporting
- Encounters: Patient Profile
- Labs: Overview
- Patient Profile
- Home Screen
- Care: Programs and Phases
- Care: Profiles Overview
- DocuSign: Feature Overview in Care
- Bulk Edit
- Overview
- Insights
- Document Management
- Goals
- Forms and Assessments
- Patient Care Teams
- Charts & Graphs
- Communication Center
- Encounters Overview
- Patient Profile
- Calendar
- Task Management
- User Profile
How To
- Charts & Graphs: Filter, change date and by data point
- Care: My Patients and Bulk Edits/Actions
- Logging into Care
- Encounters: Draft Mode and Finalizing Notes & Assessments
- Reset Your Password: Jira Service Management (JSM)
- Manage Unrecognized Communication
- Encounters: Create, Modify, complete
- Working Hours and Encounter Availability
- Create Calendar Events
- Documents: Uploading
- Creating Forms and Assessments
- Patient Profile: Editing Patient Information
- My Patients: Create and Search
Troubleshooting/FAQs
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
- 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.