You can create a brand‑new assessment template in Access Point of Care using the template builder. Managers with the right permissions can do this from the admin tab.
Access the template library
Open the Admin tab.
Click Forms and Charts Templates.
Create a new template
Click New Template to start building.
Enter the template name.
Choose the template type (Assessment Form or Chart).
Add a survey title and description
Click Add Question.
Enter a title and description for the survey.
Optionally upload a logo or header.
Set general survey options
You can configure:
Staff visibility settings
Survey language (default: English)
Response limits
Survey width
Add a survey logo
Upload a logo and set its size and positioning.
Configure layout options
Choose settings for:
Start page
Auto‑advance
Navigation buttons
Progress bar
Answer review
Set question settings
You can:
Reorder and align questions
Add question numbers and change mandatory symbols
Set answer length limits
Allow text boxes to expand automatically
Configure post‑completion options
Decide what staff see after finishing:
A thank‑you message
A redirect to an external link
Add pages and questions
Add page titles and descriptions.
Add and configure your questions.
Create conditional questions
Add an initial question (e.g., Yes/No).
Add a follow‑up question.
Use the logic wizard to show or hide questions based on previous answers.
Preview the template
Use Preview to check layout, logic, and how the form appears to staff.
Add expressions
Use expressions to display helpful notes or images without requiring user input.
You can also apply visibility rules for expressions.
Save or publish
Save as draft to continue editing later.
Publish to make the assessment live.