How To Create an Assessment or Form Template

An Assessment or Form template is a set of questions that can be used to collect information from patients or providers. The first step in creating an Assessment is to create the Custom Data Types and Fields. These will format the answer boxes used within an Assessment.

Note: A Custom Data Type Field can only be used once in an Assessment/Form, but can be utilized in alternative Assessment/Forms.

The steps to creating a new Assessment Template are as follows:

Log into Designer portal
Select “Create Draft” on the top right hand corner
Click on “Forms” in the left side blue menu under “Visual Components”
Click on the orange “+ New” button in the top right corner
Add a title for the Assessment. The title will appear as the form’s name in Care
The “Auto complete submitted” checkbox will cause the Assessment’s data to automatically write to the Custom Data Type Fields used in the Assessment and automatically complete the Assessment in Care without a user needing to manually review and submit the Assessment
Assessments can have as many sections as needed. The default is one section:
1. Simply click on the “+ Section” button to add more sections
2. The default name of each section is “Section 1”, “Section 2”, etc. However, the name can be changed by typing in the section name box
3. Sections will appear in bold font within the Care portal
The “Question” box is free-form text and where the verbiage for the actual question is added:
1. Either system variables or information populated in a Custom Data Type Field can be displayed in the question
2. Click on the “{x}” button above the question box then select the Custom Data Type and Field
3. Click on the copy button that appears to the right of the system variable or Custom Data Type Field name and use the Paste function into the “Question” box
The Custom Data Type and its corresponding Data Field will need to be selected. Again, the Data Field is the answer portion.
Choose a “Pre-populated Value” option from the drop-down box if the answer to the question should be pre-populated. The options are “Previous Assessment”, “Template Variable”, and “Default Value”:
1. The answer will be appear blank in Care if the Custom Data Type Field has not been previously written to
Check the Required box if the question has to be answered before the Assessment can be completed
Click the “+ Question” button to add additional questions to the section:
1. There is no limit to the number of Questions that can be added
“+ Text” will add a text box where instructions or other information that is not necessarily associated with a Custom Data Type Field can be displayed:
1. “Text” can include text formatting, images, and links
“+ Consent” allows the ability to attach Consent forms that need to be e-signed by the patient:
1. Entering a “Label” and attaching a “Consent Template” is required
2. Once the Consent form has been signed it will be added to the Document Center within Care portal
Questions, Text, and Consent can be reordered by left clicking on a question box and dragging it up or down
Click on the Save button in the bottom right corner when finished

Once the Assessment Template is created make sure read/write permissions are turned on for the appropriate roles in the Security Policies.

To learn more about creating a Custom Data Type, visit this article.
To learn more about setting up Security Policies, visit this article.

For more resources, see below:

To learn how to add Scoring Groups to Assessments, visit this article.
To learn how to associate Assessments with Programs visit this article.
To learn how to add Conditions to Assessments in order for certain questions to be shown or hidden, visit this article.
To learn how to add a PDF Template to Assessments , visit this article.
To learn how to create a PFA Folder, visit this article.