Assessments, Forms, & Documents: Overview

Wellifiy offers three distinct tools to help you gather and manage patient information: Assessments, Forms, and Documents. This guide outlines the key differences and best use cases for each.

📊 Assessments (PROMs)

🔍 What They Are

Assessments are Patient-Reported Outcome Measures (PROMs) — structured questionnaires designed to track a patient’s health, symptoms, or wellbeing over time.

✅ Key Features

• Generate numerical scores

• May include subscales (e.g., Depression, Anxiety, Stress)

• Display trend graphs over time

• Offer AI-generated summaries for clinical interpretation

• Can be scheduled, manually requested, or auto-triggered (e.g., start/end of group program)

📈 Use Cases

• Monitoring mental health progress (e.g. DASS-21, GAD-7)

• Capturing baseline and outcome data

• Regular symptom check-ins

• Risk screening and flagging

📝 Forms

🔍 What They Are

Forms are structured data collection tools used to gather qualitative, experience (PREM) or administrative information from patients. Forms do not generate scores.

✅ Key Features

• Include free-text, rating, and multiple choice questions

• Can be filled in by the patient or by a Team Member

• Can be manually requested, scheduled, or auto-triggered (e.g., start/end of group program)

• Support AI-generated summaries of individual or all completed forms

🧠 Use Cases

• Intake and history gathering

• Consent and authorisation forms

• Patient experience and feedback collection 

📄 Documents

🔍 What They Are

Documents are static PDF files uploaded by Team Members and optionally shared with the patient. They are not interactive and cannot be filled in by patients.

✅ Key Features

• Upload-only (PDF format)

• Add a title and description

• Choose to share or hide from patient

• Can be edited, hidden, or deleted

📚 Use Cases

• Certificates (e.g., attendance letters)

• Client handouts or educational material

• Specialist letters or external reports 

🧠 Which One Should I Use?