In this article, we'll walk through:
- what are Assessments?
- how can different kinds of Assessments be used in your Program?
- what question types do Assessments support?
After reading this documentation, you will:
- know what an Assessment is.
- be able to create an Assessment using dependent logic.
- understand how to use Assessments for creating checklists.
- know how to use an Assessment to trigger other behavior.
Assessments allow you to create structured forms to help your Program collect information in a standardized way. They enforce field validation to ensure that the right values are entered for the different question types.
Assessments can be used to house typical patient information collections, such as a PHQ9 Depression Screening, or your organization’s New Patient Intake Questionnaire. They may also be used to operationalize workflows that may follow a similar question/answer format or to enforce structured note-taking. Assessments can optionally include coach-only instructional text to help give them guidance or scripted copy when administering the Assessment with a patient. Workflows that use simple dependence logic, (e.g., if coach enters answer x, ask questions 2-4) may also be a good fit for an Assessment.
You have a great deal of flexibility in configuring Assessments. You can specify which questions require an answer, or that a question or set of questions be asked only in the case that a particular answer was given for the previous question. For example, if a question asks, “Does this patient smoke?” and the coach answers “yes,” then the Assessment will ask a series of questions based on that response, such as “how many packs per day?” and “how many years has the patient has been smoking.”
Using dependence logic
Dependence logic changes what question a coach sees next, based on how they answer the current question. It allows a custom path through the Assessment cleared by the respondent’s answers.
Some reasons to use dependence logic in your Assessments:
- If a question doesn’t apply to a respondent, they won’t know how to answer it.
- It helps make conversations feel more natural by removing unnecessary questions, which could derail the conversation.
- Keeping things short! Giving people fewer questions to complete means higher completion rates and more thoughtful responses.
Using Assessments to collect structured notes
Standardize the data collected from patients by ensuring that specific topics are covered in addition to free text; and data collected adheres to the expected format - such as numbers, text, or a specific value from a drop down.
Using Assessments to create a “checklist”
Assessment “questions” may also take the form of instructions and a checklist, where the answer may simply be to select “yes” or “no” to verify completion,—though this format usually works best if the checklist is expected to be completed in a single patient interaction. If a longer timeline is needed to complete the checklist, Care Flow templates work better as a format.
Using Assessments to trigger other behavior in Welkin
You may also configure other behavior to occur in response to the completion of Assessment, or as a result of specific answers entered in the Assessment.
For example, if an "Intake Assessment" is completed, an Alert could be triggered to appear in a Clinical team member’s Inbox to review and triage.
Assessment questions can support:
- single select from a list of values.
- multiple select from a list of values.
- free text.
- integer numerical entry.
- decimal numerical entry.
Additionally, questions can be:
- optional or required.
- conditional, based on how other questions are answered.
- grouped into sections.
- prefaced with additional static text not included in the question itself.