Evaluation Forms allow practitioners to complete assessments and evaluations for their clients directly. While the creation process is the same as creating a Basic Form or an Intake Form, Evaluation Forms are specifically designed for structured data collection and analysis and are not intended for client self-intake.


When to Use an Evaluation Form

Use an Evaluation Form when you need to:

  • Complete assessments or evaluations for a client.
  • Record structured clinical findings and observations.
  • Collect data for progress tracking and reporting.


Note: Evaluation Forms are completed by practitioners and are not intended to be filled out by clients through the Client Portal.


How to Create an Evaluation Form

The process for creating an Evaluation Form is the same as creating any other form in the Form Builder.


Please refer to the following guides for detailed step-by-step instructions:


Next Steps

Once your Evaluation Form has been created, you can assign it to clients and complete it directly from the client modal whenever an assessment or evaluation is needed.


You may refer to this article for guidance: How to Fill Out a Form for a Client