Forms and Assessments

Forms and Assessments are devices for structured data entry in Welkin. They allow care team members to collect clinical information, intake data, and patient-reported outcomes within a patient's record.

Accessing Assessments

1. Click into a patient profile in the Care portal

2. Click Assessments in the patient navigation

3. You will see a list of in-progress and completed assessments

4. The list can be searched by name or sorted by clicking any column header

Starting a New Assessment

1. Click the orange Start Assessment button in the top right corner

2. You will see a list of assessment templates available for this patient at their current stage

3. Select an assessment template to begin

4. Fill in the assessment answers

5. Click Finalize once complete

If you are not ready to finalize, you can save the assessment as a draft and return to it later.

Filters

Care team members can search for specific forms using the Filters at the top of the Assessments page, making it easier to find assessments by type, status, or date.

Completed Assessments

Completed assessments are stored in the patient record and can be reviewed at any time. Scored assessments display the total score and any configured result messages.

Creating Assessment Templates

Assessment templates are configured in Designer. For instructions on building and configuring assessment templates, see Creating Forms and Assessments.