Atomic Workspace Docs

Create forms

Use this when your app needs intake, a screener, a survey, a symptom check-in, consent, or a patient-reported outcome form.

Typical Form-Building Flow

This is the flow for creating a form in your project.

Yes Partly No Name the form you need Search for an existing form Preview likely matches Does one fit? Use that form Keep useful questions and remove the rest Draft a new form Try it with a test patient Add the care-team review view Check normal and concerning submissions

Start With An Existing Form

If your team already uses a questionnaire, ask Atomic Workspace to look for it first.

Look for an existing [form name] questionnaire. Show likely matches before adding one to the project.

If a form is close but too broad, ask to adapt it:

Use the useful questions from this form, but remove sections that are not part of this visit.

For PROMs, screeners, and clinic-approved forms, reuse matters more than speed.

Ask For A Custom Form

Name who fills it, when they fill it, and who reviews it.

Create a patient form for [care task].

Patients should answer [fields]. The care team should review the submitted answers in [place in the app].

Example:

Create a two-week surgery follow-up form.

Patients should answer pain score, mobility, wound concern, medication side effects, overall recovery, and free-text concern. Nurses should review submitted answers from a follow-up list.

Include The Care-Team Review Page

A form is incomplete if nobody can review the answers.

Ask for:

Add a care-team review page for submitted answers. Show patient, date submitted, answers, missing required answers, status, and the reason for status.

Good status reasons are plain:

  • completed
  • missed
  • worsening pain
  • wound concern
  • side effects reported
  • missing required answer

Keep Patient Wording Plain

Ask for patient language and care-team language separately.

Use plain language for patient questions. Use clinical labels only on the care-team review page.

Example:

Ask patients "Is your pain worse than when you left the hospital?" Show the care-team label as "worsening pain".

Try Two Submissions

After the form appears, try one normal answer and one answer that needs attention.

Ask:

Show one normal submitted form and one submitted form that needs attention. Make the reason visible in the care-team review page.

Next, see Create care workflows or Create analytics and charts.

Last updated: