How to Add Clinical Assessment Details

How to Fill an Assessment During a Consultation


Overview


Assessments help capture structured patient information through questionnaires and automatically generate summaries for documentation.



Step 1: Click “Rx Write” to begin the prescription for the patient.





Step 2: At the top of the screen, click the Assessment icon to open Assessment section.




Step 3: Once the Assessment panel opens, you will see available questionnaires.


  • Click “Fill Now” to begin completing the assessment.




Step 4: A list of questionnaires will appear based on the selected template.


  • Fill in the required responses and complete the assessment.



Step 5: After submission, you will see the list of assessments you have completed.


From here, you can:

  • Show Summary – View the summarized assessment and copy it to notes.
  • Show Response – View the full questionnaire along with questions and answers.
  • Fill Another Response – Submit another response for the same assessment if needed.




Step 6: Click “Show Summary” to view the generated assessment summary.


  • You can copy this summary directly to your consultation notes.




Step 7: You can view it under Notes section of Rx pad.




Step 8: Click “Show Response” to see the full questionnaire with the questions and answers provided.




Step 9: You can also:
  • Print the response
  • Copy it to clipboard for use elsewhere.





Important Notes


  • You can create your own assessments using AI Assessments (Beta).
  • Click “View All Responses” to see all previous assessment responses for the patient.

Updated on: 14/03/2026

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