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.
Log in to the Welkin Designer
Navigate to Assessments in the left sidebar
Click + New Assessment
Enter the assessment Name (e.g., "PHQ-9", "Intake Form")
Choose the Type (e.g., Clinical, Patient-Reported, Scored)
Inside the assessment editor, click + Add Field
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)
Set the field label, placeholder text, and whether it is required
Add conditional logic to show/hide fields based on other responses
For each response option, assign a point value
Configure the total score calculation (sum of all field scores)
Set score thresholds that display different result messages or trigger automations (e.g., score ≥ 15 triggers a high-risk alert)
To associate an assessment with a program so it appears automatically when patients enter a specific phase:
In Designer, go to Programs → select the program and phase
Under Assessments, link the assessment to the phase
Publish the changes
For care team instructions on completing assessments, see Forms and Assessments.
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