Create an Assessment or Form Template

An Assessment or Form template is a set of questions that can be used to collect information from patients or providers. The first step in creating an Assessment is to create the Custom Data Types and Fields. These will format the answer boxes used within an Assessment.

Note: A Custom Data Type Field can only be used once in an Assessment/Form, but can be utilized in alternative Assessment/Forms.

The steps to creating a new Assessment Template are as follows:

1. Log into Designer portal

2. Select "Create Draft" on the top right hand corner

3. Click on "Forms" in the left side blue menu under "Visual Components"

4. Click on the orange "+ New" button in the top right corner

5. Add a title for the Assessment. The title will appear as the form's name in Care

6. The "Auto complete submitted" checkbox will cause the Ass

---

Related Topics

• Add Assessments to a Template – including assessments in encounter templates

• Configure Scored Assessments – setting up scoring

• Add Conditionality to Assessments – conditional logic

• Custom Data Types – CDT fundamentals

• Forms and Assessments – completing assessments in Care

• Associate Assessments with Programs – linking to programs