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.