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How to Build an Assessment with Outcome Measures

Once you've created your Outcome Measures, you can attach them to Numeric fields in assessment forms to automatically calculate and record scores such as GAD-7 pr PHQ-9.

Create or edit an assessment

  1. Go to Main Menu → Settings → Assessments.
  2. Create a new assessment form or edit an existing one.
  3. Add the fields required for your assessment using the steps below...

1.  Add Single Choice Questions  with Numeric Scores 

For each scored question:

  1. Select your desired layout and click Add New Field.
    Screenshot 2026-07-03 091314
  2. Select Numeric as the field type.
    Screenshot 2026-07-03 091218
  3. Enter a Field Name.
  4. Attach the field to the appropriate Outcome Measure.
    Need to create fields for Outcome Measures? Click here to learn how.
  5. Select Single Choice with Numeric Scores as the input type.
  6. Add your answer options and assign each one a numeric value.
  7. Choose the required field layout, horizontal or vertical.

For example, a GAD-7 question might be configured as:
Screenshot 2026-07-03 091617
Repeat this process for each scored question in the assessment.

2.  Add a calculated total field

Once you've added all of the scored questions, add another Numeric field below to calculate the overall score.

  1. Add a new Numeric field.
    Screenshot 2026-07-03 091218
  2. Enter a name such as "Total Score".
  3. Attach it to the appropriate Outcome Measure.
  4. Select Number Field as the input type.
  5. Enter the calculation formula, see below:

Creating a formula
Calculated fields use formulas to combine values from other fields.

Type @ to display a list of numeric fields already included in the assessment.

Select each field you want to include and use mathematical operators such as:

  • + (add)
  • - (subtract)
  • × (multiply)
  • ÷ (divide)

For a GAD-7 assessment, your formula might look similar to:

@Question1 + @Question2 + @Question3 + @Question4 + @Question5 + @Question6 + @Question7

For example, this may look like:
Screenshot 2026-07-03 092352

Example: Building a GAD-7 assessment

For each of the seven questions:

  • Create a Numeric field and give it a name
  • Select Single Choice with Numeric Scores.
  • Add the following response options:

Response

Score

Not at all

0

Several days

1

More than half the days

2

Nearly every day

3

Then add a final Total Score numeric field and create a formula that adds together all seven question fields.

Why not try the new AI Chat Assistant when building your Outcome Measures forms? For example, simply ask it to create a GAD-7 form using the Numeric field type, and let AI do the hard work. 

When a client or clinician then completes the assessment, the Total Score is calculated automatically, removing the need to calculate and enter the score manually (learn more).