Automated Clinical Assessments

Automated Patient Assessments and Screenings That Flow Into Your EHR

Assign the right assessment to the right patient, calculate scores and interpretations instantly, trigger the appropriate follow-up, and deliver usable results to the destinations your care team already uses.

  • Collect digital or scannable paper assessments without requiring a patient account
  • Automatically score responses and apply configurable ranges or interpretations
  • Send answers and results as discrete data, notes, flowsheet entries, documents, or database records
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No patient login required Multilingual options Configured for your workflow
PatientLink
Question 7 of 9
Patient Assessment
Over the last two weeks, how often have you experienced this symptom?
Not at all
Several days
More than half the days
Nearly every day
Next
Secure form • No account required
Assessment Complete
Results ready immediately
12 Score
Configured range Moderate Interpretation based on your configured scoring rules
Alert rule matched
Clinical follow-up notification created
Sent to the EHR
Discrete fields and flowsheet updated
Illustrative workflow. Forms, scoring, destinations, and alerts are configured for each organization.
No patient accountOpen a secure link and begin
Instant scoringRanges and interpretations included
Configurable actionsAlerts, forms, workflows, and notifications
Connected dataSend results where your team needs them
From Patient Response to Clinical Action

Make Assessments Easier for Patients and More Useful for Care Teams

Manual scoring, data re-entry, disconnected PDFs, and one-size-fits-all form workflows create unnecessary work. PatientLink helps healthcare organizations collect, evaluate, and route assessment data through a consistent process.

Collect the Right Information

Automatically assign assessments using appointment type, provider, patient age, gender, specialty, or other supported criteria.

Remove Manual Scoring

Calculate totals, ranges, and interpretations as soon as the patient submits the assessment or a paper form is scanned.

Put Results Into the Workflow

Route responses and results into discrete EHR fields, clinical notes, flowsheets, documents, research databases, custom databases, or multiple destinations.

How It Works

A Configurable Assessment Workflow From Assignment to EHR

PatientLink can support the complete process while adapting to the systems, forms, and clinical requirements your organization already uses.

01

Define Assignment Rules

Determine which assessment should appear based on the patient, appointment, provider, specialty, or other supported workflow criteria.

02

Deliver the Assessment

Present forms through appointment-specific intake, email or text links, PatientLink Online, an office device, kiosk, or scannable paper.

03

Score and Interpret

Apply configured calculations, thresholds, ranges, and interpretations as soon as the responses are received.

04

Trigger the Next Action

Use results to create an alert, present a follow-up form, launch a workflow, or send a notification when configured criteria are met.

05

Send Results Where Needed

Deliver answers, scores, and interpretations to one or multiple clinical, operational, or research destinations.

Intelligent Assignment

Show Each Patient the Assessments Relevant to Their Visit

A single generic form set rarely fits every patient. PatientLink can automatically assign assessments using the criteria that matter to your organization.

  • Appointment or visit type
  • Provider or specialty
  • Patient age or gender
  • Location, workflow, or other available criteria
  • Any combination supported by your configuration

This helps reduce irrelevant questions while improving consistency across locations, providers, and care teams.

Assessment Assignment Rule
WHEN ALL CONDITIONS MATCH
Appointment TypeAnnual Wellness Visit
AND
Patient Age65 or older
AND
SpecialtyPrimary Care
ASSIGN FORMMedicare Health Risk Assessment
Active Runs automatically
Flexible Patient Experience

Offer Digital and Paper Options Without Creating Separate Data Workflows

Patients can complete assessments in the setting that works best for them while your organization receives consistent, usable results.

Email or Text Link

Send a secure link patients can open on their own phone without creating an account.

PatientLink Online

Let patients complete assessments from home or anywhere they have a web-enabled device.

Tablet or Kiosk

Present mobile-friendly assessments during check-in or elsewhere in the clinic.

PatientLink Scan

Support patients who prefer paper while still producing structured data and calculated results.

One workflow can support multiple patient preferences. Combine digital and scannable paper options based on your population and operational needs.
Discuss Your Workflow
Connected Assessment Data

Turn Patient Answers Into Information Your Team Can Use Immediately

Configure what PatientLink collects, how it is evaluated, and where each part of the result should be delivered.

Collect
Digital form
Tablet or kiosk
Scannable paper
PatientLink Validate Calculate Interpret Route
Deliver
Discrete EHR fields
Clinical note
Flowsheet
PDF or document
Research database
Custom database

Send to Multiple Destinations

The same assessment can support more than one clinical, reporting, research, or operational need.

Support Longitudinal Review

When scores are delivered to an EHR flowsheet, clinicians can use the EHR’s available tools to compare results over time.

Customize the Output

Questions, calculations, interpretations, triggers, and destinations can be configured around your requirements.

Assessment and Screening Library

Support Common Instruments and Organization-Specific Forms

PatientLink can configure commonly used assessments and build custom forms, scoring, interpretations, and routing to meet your workflow.

Behavioral Health

  • PHQ-2, PHQ-9, PHQ-2/9, and PHQ-A
  • Generalized Anxiety Disorder (GAD-7)
  • Edinburgh Postnatal Depression Scale
  • Beck Depression Inventory

Substance and Opioid Risk

  • Drug Abuse Screening Test (DAST and DAST-10)
  • Alcohol Use Disorders Identification Test (AUDIT and AUDIT-C)
  • Opioid risk assessments and screenings
  • Substance-use assessments and screenings

Musculoskeletal and Pain

  • Pain assessments
  • Oswestry Disability Index (ODI)
  • Neck Disability Index (NDI)
  • HOOS and KOOS outcome scores

Pediatric and Developmental

  • Vanderbilt Assessment Scale
  • M-CHAT, M-CHAT-R, and M-CHAT-R/F
  • ATAQ asthma screening
  • Age- and specialty-specific questionnaires

Preventive and Risk Assessments

  • Medicare Health Risk Assessments
  • Fall risk assessments
  • Staying Healthy Assessment questionnaires
  • Custom preventive and risk-screening forms

Need Something Different?

PatientLink can build custom forms and configure the questions, scoring logic, interpretations, alerts, follow-up actions, languages, and data destinations.

Discuss a Custom Assessment

Assessment availability and implementation details depend on your organization’s requirements, permissions, system integrations, and configuration.

Flexible Across Specialties

Configure Assessment Workflows Around the Care You Deliver

Different specialties need different questions, assignment rules, scoring, alerts, and EHR destinations. PatientLink is designed to adapt to those differences rather than force every organization into the same form library or workflow.

Talk with PatientLink about your specialty
Primary Care
Family Medicine
Pediatrics
Orthopedics
Cardiology
Gastroenterology
Allergy & Immunology
OB-GYN
Urology
Community Health Centers
Configured Result Workflow
RESULT RECEIVED Assessment score met follow-up criteria
Action needed
✓
Score calculatedConfigured total and range applied
✓
Clinical alert createdDesignated team notified
✓
Follow-up form assignedAdditional questions presented
4
Result sent to EHRClinical destination updated
More Than a Calculated Score

Use Assessment Results to Trigger the Appropriate Next Step

A completed assessment can do more than create a number. Configure PatientLink to respond when a score, answer, or range meets your organization’s criteria.

  • Create an alert for the appropriate team
  • Present a follow-up assessment or question set
  • Launch a configured workflow
  • Send a notification to the designated recipient
  • Route the result to one or multiple data destinations
Partnering with PatientLink has allowed us to more efficiently screen thousands of our patients annually for substance use disorders.
Alison C. Penobscot Community Healthcare
Frequently Asked Questions

Patient Assessment and Screening FAQs

Learn how PatientLink can support digital and paper assessment collection, automated scoring, configurable actions, and EHR-integrated results.

Have another question?
What is automated patient assessment software?

Automated patient assessment software collects patient responses, applies configured scoring and interpretation rules, and delivers the answers and results into a clinical or operational workflow without requiring staff to score and re-enter the form manually.

How can patients complete assessments?

Assessments can be included in appointment-specific digital intake, sent through an email or text link, presented on a tablet or kiosk, or completed on PatientLink OCR scan paper forms.

Do patients need to create an account?

No. Patients can open the secure assessment experience without registering for a separate PatientLink account.

Can PatientLink automatically score and interpret assessments?

Yes. PatientLink can calculate scores and apply configured severity ranges, interpretations, or other result logic immediately after responses are received.

Can a result trigger an alert or follow-up workflow?

Yes. Depending on the configuration, an answer, score, or range can trigger an alert, follow-up form, workflow, or notification.

Where can assessment results be sent?

PatientLink can support delivery to discrete EHR fields, clinical notes, flowsheets, PDFs or documents, research databases, custom databases, and multiple destinations. Available options depend on the receiving system and configured integration.

Can clinicians compare scores over time?

When assessment results are sent to an EHR flowsheet or another destination that supports longitudinal review, clinicians can use the receiving system’s available tools to compare results over time.

Can forms, scoring, languages, and data destinations be customized?

Yes. PatientLink can configure assessment questions, scoring, interpretations, supported languages, assignment rules, alerts, follow-up actions, and result destinations around your organization’s requirements.

See PatientLink in Action

Build a Better Assessment Workflow for Your Patients and Care Team

See how PatientLink can automate assignment, scoring, interpretation, alerts, follow-up actions, and EHR delivery around your organization’s requirements.

Request a Personalized Demo Contact PatientLink