--- title: Automating Forms and Assessments for Group Programs description: Automating Forms and Assessment for Group Programs --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/automating-forms-and-assessment-for-group-programs#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) # Automating Forms and Assessments for Group Programs Attach Forms and Assessments to a Group Program and Wellifiy sends them to each enrolled patient automatically at **Commencement** and **Completion**. This is ideal for collecting baseline data, consent, and outcome measures such as the K10 or DASS-21 without your team needing to send anything manually. --- #### 📍 Where to Set This Up Go to: **Group Programs → \[select your program\] → Overview tab** Scroll to the bottom of the tab. You'll find two sections: - **Commencement Forms / Assessments** - **Completion Forms / Assessments** --- #### 📥 Adding a Form or Assessment 1. Click **+ Add Form** or **+ Add Assessment** under the relevant section 2. Search for and select the item from the list 3. Repeat to attach as many items as you need — each section can hold multiple Forms and Assessments To remove an item, click the 🗑 trash icon beside it. --- #### ⏰ When Each Trigger Fires - **Commencement** — sent on the morning of each patient's individual **Start Date**, which is set when the patient is enrolled in the program. This is per patient, not the program's overall start date, so patients joining a rolling program each receive their commencement items at the right time. - **Completion** — sent when the patient's status in the Group Program is changed to **Completed**. --- #### 👀 What Happens Next Once attached: - Patients are notified when a commencement or completion item is assigned to them - They complete it in the **Patient App** or **Patient Web Portal** - Completed items appear under the patient's **Docs & Forms** or **Assessments** section, where Team Members can track completion Only patients enrolled in the program receive these items. --- #### 🧩 Common Use Cases | Goal | Recommended Tool | | --- | --- | | Collect baseline mental health data | Assessment (e.g. K10, DASS-21) | | Consent or intake | Form | | Post-program feedback | Form | | Measure outcome change | Pre/post Assessment | --- #### 💡 Best Practices - Commencement items are tied to each patient's **Start Date**, which is required when enrolling a patient as **Booked** — double-check it's correct before the program begins - You can update the attached Forms and Assessments at any time before they're triggered - For a one-off or mid-program send, use [Bulk Send Form or Assessment to All Patients in a Group Program](https://support.wellifiy.com/en-au/knowledge-hub/bulk-send-form-or-assessment-to-all-patients-in-a-group-program?hsLang=en-au) instead — it sends the item immediately and doesn't affect the Commencement or Completion triggers --- Next step: ➡️ *See [Enrolling Patients in Group Programs and Updating Status](https://support.wellifiy.com/en-au/knowledge-hub/enrolling-patients-in-group-programs-and-updating-status?hsLang=en-au) to set Start Dates and manage patient statuses.* - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,