This step-by-step guide will show you exactly how to version multiple Pre Assessment Types at once. Versioning enables you to create new and updated variants of Pre-Assessment forms, ensuring seamless transitions for ongoing patient intakes. This is a popular request we receive when Treatment Facilities would like to segregate their pre-admission assessment into two different forms, for example, Medical Questions separated from Substance Abuse questions.
Prerequisites
Admin & Pre Assessment permissions
The forms you want to version must be Active
1. Navigate to your Instance URL
2. In this step, we will begin by clicking "Settings"
3. In this step, we will click "CRM Settings"
4. In this step, we will click "Module Management"
5. In this step, click "Module Layouts & Fields"
6. In this step, select the Module search bar type Pre Assessment and click
7. In this step, navigate to the PAA Type field and click "Edit Picklist Values"
8. In this step, click "Add Value." At this point, you will create another version. You can now edit freely—add sections, rewrite questions, or rebuild from scratch
9. In this step, you will give your PAA Type a name. In this example, we gave it the name RVK AI ASSESSMENT
10. In this step, after you have named your PAA type, click "Save."
11. In this step, we will navigate back over to the Module Layouts & Fields section and create another version of the Pre Assessment.
12. In this step, we will be selecting the PAA Versioning to begin adding custom fields to our form
13. In this step, click "Add Custom Field"
14. In this step, when creating a Field, you can select what version of the Pre Assessment you'd like to add it to. As you can see, you can add this field to multiple PAA types
15. As a Bonus - If you want to copy fields from one Pre Assessment to another, you can do so by clicking here.
16. After clicking on the green button, this screen will pop up giving you the options to select which Pre Assessment type you'd like to copy from & if you'd like for it to apply to all fields.
