General Information
Gillie supports structured assessment forms (including RAI assessments). Forms are completed in the customer's Forms view, and Gillie can pre-fill answers based on the customer'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 customer.
- Navigate to the Forms view.
- The list shows forms completed for the customer in chronological order.
Columns in the List
- # — row number.
- Form Type — e.g., RAI assessment.
- Time — when the form was started.
- Measurements — how many recorded values the form contains.
List Functions
- Fill out a new form — opens a menu where you 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 out a new form button. Gillie retrieves suggested values for the form fields from the customer's previous data, so the person filling it out only needs to verify and complete the information.
- Select Fill out a new form and then choose the desired form template (e.g., RAI assessment).
- Go through the sections of the form.
- Check the suggested answer for each item and change it if necessary.
- Add a comment if needed to justify the answer.
Form Fields
The form is presented in a table format, with each row containing:
- 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 free text comment field.
Transferring Values to the Form System
Once form items are filled out, they can be transferred to the customer's information:
- Transfer this section — transfers the answers from the selected section.
- Transfer the entire plan — transfers all answers from the form at once.
- Overwrite old values — determines whether previous values are replaced or retained as history.
Reviewing a Previous Form
Clicking on a form row opens a detail view where you can see the form answers and comparison data.
- Open the customer and go to the Forms view.
- Click the desired form from the list.
What the Detail View Contains
- Identifier — the form item identifier.
- Description — the description of the item.
- Answer — the provided answer.
- Time — when the answer was saved.
Tip. It is recommended to perform the RAI assessment at least every 6 months. Gillie will flag the customer'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.