Assessment (Forms) Builder Guide

This article is part of the assessment builder guide. You will require administration access to view the pages mentioned in this article.

The assessment builder enables the building of electronic forms inside CareRight that can be linked to a patient.

They can be used to replace paper forms, collect patient data in a guided manner, perform calculations, or other tasks.

At a basic level, assessments are electronic forms which present a list of questions to the user.  Answers can be free-text, selections from lists, dates, or other data.

For more information see:

• Assessment Types
• Creating a New Assessment
• Using the Assessment Builder
  • Available Assessment (Forms) Elements
• Managing Assessments
• Updating an Existing Assessment

This manual includes general guidelines for building assessments:

• Considerations and Guidelines

More advanced features are available:

• Layout assessment elements in tables
• Automatic calculations
• Importing data from other assessments
• Trigger actions on approval such as sending SMS, adding additional assessments and creating invoices
• Show certain questions based on specific answers (branching logic)
• Show/edit patient data
• Upload/attach files and images to assessments 
• Embed images into assessments
• Write data to clinical notes
• Choose locations,Providers, staff members or patients via pickers
• Use generic code lists
• Perform Medicare OPVs
• Dynamic Summary Display
• Printing Options