General
Gillie supports structured assessment forms (including RAI assessments). Forms are filled out in the client's Forms view, and Gillie can pre-fill answers based on the client's previous measurements and entries. This article describes the form list, filling out a new form, and reviewing a previous form.
Form List
Open the client.
Navigate to the Forms view.
The list shows the forms completed for the client in chronological order.
Columns in the List
# — row number.
Form Type — e.g., RAI assessment.
Time — when the form was started.
Measurements — how many saved values the form contains.
List Functions
Fill a new form — opens a menu where you can select an available form template.
Click a row to open it — you can view the form details.
Filling Out a New Form
A new form is started by clicking the Fill a new form button. Gillie fetches suggested values for the form from the client's previous information, so the filler’s task is to verify the suggested values.
Select Fill a new form and then choose the desired form template (e.g., RAI assessment).
Go through the sections of the form.
Check the proposed answer and its comment for each item.
If an old form is open alongside, you can choose to keep the pre-filled value unchanged and use the old value as the basis for the new pre-fill.
Form Fields
The form is presented in a table format, where each row includes:
Identifier — the identifier of the form item.
Answer — the answer to be filled in for this item.
Previous Value — the same item from a previous assessment, if available.
Comment — a pre-filled comment field providing background for the selected value. The comment is transferred along with the answer to the form system’s comment field.
Transferring Values to the Form System
Before information can be transferred to the form system (e.g., Raisoft), a new form must be opened in the form system for the person. After that, pre-filled form items can be transferred to the newly opened form for the client:
Transfer this section — transfers the answers of the selected section.
Transfer the entire plan — transfers all answers of the form at once.
Overwrite old values — this option determines whether previous values are replaced. Possible overwriting means that if you have already made manual changes in the form system on the open form, Gillie will not overwrite those with new data. If you use the transfer multiple days in a row, on the second day it may be necessary to use the overwrite option to update or change the data transferred the previous day.
After the transfer, the data is pre-filled in the form system’s form and you can continue filling in the sections for which there was no data to present. At this point, it is recommended to decide not to make any more transfers. After this decision, you can still modify the pre-filled data in the form system.
Once you have filled in the missing information in the form system, you can save and mark the form as complete.
Reviewing a Previous Form
Clicking a form row opens a detailed view where you can see the form’s answers and comparison data.
Open the client and go to the Forms view.
Click the desired form from the list.
What the Detailed View Contains
Identifier — the identifier of the form item.
Description — the explanation of the item.
Answer — the given answer.
Time — when the answer was saved.
Requirements for Form Functionality
Gillie.AI for Care Planning, Addon for Assessments (AI_ASSESSMENT) must be active for the AI to generate forms. The organization needs a service agreement to activate these settings.
Gillie.AI for Care Planning (AI_CARE_PLAN_FORM) or Gillie.AI for Care Planning, Addon for Care Plan Follow-up (AI_CARE_PLAN) must be active to create client, care, and implementation plans.
The user must have the AI CARE PLANS role active.
The client must be established in both Gillie and the form system with the same personal identification number.
Tip. It is recommended to perform the RAI assessment at least every 6 months. Gillie will mark the client's status if more than 6 months have passed since the last RAI assessment.
Good to know. Gillie’s suggestions save time, but the responsibility for the assessment always lies with the professional.