You can create custom assessment form templates to ensure your assessments meet the needs of your organisation or fill any gaps in your current processes. To create a new assessment form template, follow these steps:
Click Admin.
Under Clinical configuration, select Create/edit form.
Click Add new assessment form.
From the Form category list, choose the category that best matches your assessment.
Enter a name for your assessment form and a form reference number.
In Include in progress notes, choose whether completing this form should update the progress notes.
In Update careplan, specify whether mapped questions should update active care plans.
Choose whether to include a next review date.
In Prompt for assessment form, select the relevant form.
From the Type of assessment list, choose the type of assessment you’re creating.
In Question link options, select the questions you want to link.
Click Save.
Your new form will now appear in the active list. From here, you can edit the assessment and add any required questions.