Skip to content
  • There are no suggestions because the search field is empty.

Automating Forms and Assessment for Group Programs

Wellifiy allows you to attach forms and assessments to a Group Program that will be automatically sent at the start or end of the program for each enrolled patient. This helps collect baseline data, post-program feedback, or outcome measures like the K10 or DASS-21.

🎯 When Are These Triggered?

  • Commencement forms/assessments are triggered when the patient is added to the Group Program.

  • Completion forms/assessments are triggered when the patient’s status is updated to Completed.

Each patient will receive the request in their app or web portal, and completion status can be tracked in the Group Program dashboard.

🧭 How to Add a Form or Assessment

  1. Navigate to Group Programs in the sidebar.

  2. Click into the Group Program you wish to configure.

  3. In the Overview tab, scroll to the bottom section titled:

    • Commencement Forms / Assessments

    • Completion Forms / Assessments

  4. Click + Add Form or + Add Assessment in either section.

  5. Search for and select the relevant item from the list.

🔁 You can add multiple forms and/or assessments to each section.
🗑 Use the trash icon to remove one if needed.

👀 What Happens Next?

Once set:

  • Patients will be notified when they are assigned a commencement or completion form or assessment.

  • Forms and assessments will be visible under the patient’s Docs & Forms or Assessments section in their profile.

🧩 Common Use Cases

Use Case Recommended Type
Baseline mental health screening Assessment (e.g. K10, DASS-21)
Pre-program consent or intake forms Form
Session feedback or satisfaction Form
Post-program outcome measures Assessment
 

✅ Things to Note

  • These requests are automatically triggered based on the patient’s lifecycle in the Group Program.

  • Only patients who are enrolled will receive them.

  • If a form or assessment is updated or removed from the template library, it may affect assigned Group Programs.

Let me know if you’d like a companion article on tracking form/assessment completion or how to create custom forms for programs.

 
You said:
Commencemnt ones are triggered to go out in the morning on the patients Start Date
 
ChatGPT said:

Thanks — here’s the updated and accurate version of the article, now specifying that Commencement forms and assessments are triggered on the morning of the patient’s Start Date.

📝 Adding Forms and Assessments to Group Program Commencement and Completion

You can attach forms and assessments to a Group Program to be automatically triggered at Commencement and Completion. This is ideal for capturing baseline data, consent, or outcome measures such as the K10 or DASS-21.

🎯 When Are They Triggered?

  • Commencement:
    Forms and assessments are automatically triggered on the morning of each patient’s individual Start Date.
    They appear in the patient’s mobile app and web portal.

  • Completion:
    Forms and assessments are triggered when a patient’s status in the Group Program is changed to Completed.

🧭 How to Add a Form or Assessment

  1. Navigate to Group Programs in the sidebar.

  2. Open the Group Program you wish to configure.

  3. Scroll to the bottom of the Overview tab.

  4. You'll see two sections:

    • Commencement Forms / Assessments

    • Completion Forms / Assessments

  5. Click + Add Form or + Add Assessment under the relevant section.

  6. Search and select the item you wish to attach.

🧩 You can attach multiple items to each section.
🗑 Click the trash icon to remove an item.

👀 What Happens Next?

Once attached:

  • Forms and assessments will be automatically sent to each patient at the relevant milestone.

  • Patients will be notified and can complete them in the app or portal.

  • Team Members can track completion status from the Group Program Overview tab and the patient’s profile.

🧪 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
 

✅ Key Notes

  • Commencement forms/assessments are triggered per patient on their Start Date, not the program’s global start date.

  • These are automated actions – no manual sending is required.

  • You can update the program’s assigned forms/assessments at any time before they are triggered.