> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/care/forms-and-assessments/forms-and-assessments.md). # 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](/care/forms-and-assessments/creating-forms-and-assessments.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.welkinhealth.com/care/forms-and-assessments/forms-and-assessments.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.