You can use the Assessment Builder to set up assessment tools, map responses to care plans, and assign templates to facilities and user groups.
Access the Assessment Builder
Open the Admin tab.
Click Forms and Charts Template.
Select the assessment tool you want to configure and click Configure.
Set basic document settings
You can update key details for the assessment form:
Choose a category
Add an identifier (optional but useful for searching)
Select Link to progress notes to ensure updates appear in progress notes
Choose care plan update settings
Decide how the assessment affects the care plan:
Do not update the care plan
Update automatically
Prompt to update (staff decide)
Set additional assessments and review dates
You can:
Trigger follow‑up assessments after completion
Enable Next Review Date to ensure the document is reviewed regularly
Map assessment responses to the care plan
Click Care Plan to view the assessment questions.
Map responses to care plan areas such as observations, goals, or interventions.
Click Save to apply your changes.
Mapped responses will now automatically update the care plan based on your settings.
Configure analytics mapping
Review how responses feed into analytics.
Assign templates to facilities
Open the Facilities tab.
Tick the box next to the facility where the assessment should be available.
Assign templates to user groups
Choose which user roles can access the assessment by selecting the relevant user groups.
Only assigned roles will see the template.
Use bulk template assignment
To assign templates to multiple facilities at once:
Open Bulk Template Assignment.
Filter by assessment forms and charts, then choose a facility.
Click Select All to assign all templates.
Click Save to apply changes.