In this article, we'll walk through:
- What is an assessment?
- Where do assessments appear on the Patient/Client Profile?
- How do I complete an assessment?
- What happens after I complete an assessment?
- Where can I find a patient’s completed assessments?
After reading this documentation, you will:
- Understand what an assessment is
- Be able to start and complete assessments for patients
- Know where to locate completed assessments and edit them
An Assessment is a form that you can fill out in order to keep track of patient information. Assessments can also help you track progress for your patients/clients over the course of their treatment program. Depending on the program that a patient is a part of, they may have a variety of assessments to fill out at different times during treatment.
You can find all of the assessments designed for your program by clicking on Assessment in the action bar. This is located on the upper right of the patient profile page. This will open a window that displays all of the assessment options for your program. Clicking on any of the assessments will take you to the assessment workflow.
Completing an Assessment
To start an assessment, or look at your available assessments:
- Click on the Assessment icon in the action bar.
- A window will appear that displays all of your assessment options.
- Click on an assessment to access the assessment workflow.
Input information about your patient based on predefined fields. Learn how to build an assessment in Workshop here.
Saving an Assessment
Once you are done filling out the available fields in your assessment, click the Save button.
This information will then be available on the patient’s timeline. You can view the inputted data by clicking on the timeline event.
Editing an Assessment
Once an assessment for a patient is completed and added to the timeline:
- Click on the assessment in the timeline.
- Click on the Edit Assessment link to edit the inputted data.
- Click on Edit Timestamp to edit the date and time.
Important Note: Welkin allows for your program administrator to design Patient Facing Assessments. These types of assessments are sent directly to the patients to complete.