Building your own assessment forms
Build a form once from ready-made fields, map the answers that matter to the patient summary, and pick it at the point of care instead of typing the same visit up by hand.
Open this page in the appThe Assessment forms page lets you build the exact form your clinic uses for a visit — vitals, a symptom checklist, a scale, whatever the specialty needs — instead of writing the same notes out freely every time.
Three kinds of form
A form belongs to one of three scopes. System forms are ready-made (General Initial, Cardiac, Comprehensive Eye Exam and others) and read-only — clone one to adapt it rather than editing it directly. Clinic forms are shared with everyone who works at that clinic. Personal forms belong to you and follow you between clinics.
Building a form
Add sections, then drag fields into them from the palette — basic fields, choice fields, clinical fields such as vitals and pain scales, and layout elements like headers and dividers. Each field can be marked required, and a choice field's options are set once and reused everywhere it appears.
Mark what the patient sees
A field can be mapped to diagnosis, symptoms, notes or follow-up date — the fields the patient's own summary is built from. The builder highlights this under "What the patient sees" and warns if nothing has been mapped to diagnosis, since a visit needs one either way.
Using a form during a visit
When writing up an assessment, a form picker sits above the usual fields. Choosing one renders the form live, with validation and conditional fields — a question that only makes sense after a particular answer stays hidden until it applies. Not choosing a form leaves the visit exactly as it always worked.
Retiring a form
A form that has already been used in a real assessment cannot be deleted — it is retired instead, so past visits keep the exact form that produced their answers. It simply stops appearing as a choice for new visits.
