# Creating Forms and Assessments

## Overview

Forms and assessment templates are created and configured in the Welkin Designer. Once published, they are available in the Care Portal for care team members to complete with patients.

## Steps to Create an Assessment Template

1. Log in to the **Welkin Designer**
2. Navigate to **Assessments** in the left sidebar
3. Click **+ New Assessment**
4. Enter the assessment **Name** (e.g., "PHQ-9", "Intake Form")
5. Choose the **Type** (e.g., Clinical, Patient-Reported, Scored)

## Adding Fields to the Assessment

1. Inside the assessment editor, click **+ Add Field**
2. Choose the field type:
   * **Single-line text** – free text response
   * **Multi-line text** – paragraph response
   * **Number** – numeric input
   * **Date** – date picker
   * **Dropdown / Select** – predefined options
   * **Multi-select** – multiple selections from a list
   * **Yes/No / Boolean** – binary choice
   * **Scale / Rating** – numbered scale (e.g., 0–10)
3. Set the field **label**, **placeholder text**, and whether it is **required**
4. Add conditional logic to show/hide fields based on other responses

## Configuring Scoring (for Scored Assessments)

1. For each response option, assign a **point value**
2. Configure the **total score calculation** (sum of all field scores)
3. Set **score thresholds** that display different result messages or trigger automations (e.g., score ≥ 15 triggers a high-risk alert)

## Associating Assessments with Programs

To associate an assessment with a program so it appears automatically when patients enter a specific phase:

1. In Designer, go to **Programs** → select the program and phase
2. Under **Assessments**, link the assessment to the phase
3. Publish the changes

For care team instructions on completing assessments, see [Forms and Assessments](broken://pages/bvsY66RDr4F8q0hQYkIX).

{% embed url="<https://www.youtube.com/watch?v=06dh5Qa7rSI>" %}


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