Scoring automatically calculates scores in real-time as a form is filled out. No manual tallying required!
In this guide, we will cover the following:
What is a scoring assessment?
A scoring assessment is a form that automatically calculates a numerical score as questions are answered. It is designed for clinical assessments like the GAD-7, PHQ-9, and AUDIT.
Previously, practitioners had to calculate scores manually after collecting form responses. Scoring automates this entirely.
What is a scoring group?
A scoring group is a field type that acts as a score calculator. Rather than containing questions directly, it links to single-choice questions elsewhere in the form and automatically aggregates their scores. Currently, only single-choice questions are supported
One form can have multiple scoring groups (useful for assessments with subscales)
Any existing single-choice question can be linked to a scoring group
You can build custom assessments beyond the standard templates
Each single-choice question can be linked to a scoring group. When linked:
Each answer option gets a score value (auto-assigned as max + 1, or manually set)
Score values appear next to each option in edit mode with increment/decrement controls
The linked group name is shown below the question
Scoring methods
We have three scoring methods that you can use:
Sum: Adds up linked question scores.
Average: Calculates the mean of all linked question scores.
Custom: Uses sum or average, then lets you apply sequential operations (+, −, ×, ÷) for custom formulas
Note: For a custom method, operations are evaluated left-to-right — for example, sum × 2 + 5 means (sum × 2) + 5. If division by zero occurs, the result is undefined (no score is assigned).
Scoring group visibility
As a client or practitioner fills out the form, the score updates instantly. No need to submit first; the score recalculates on every answer change.
1. Practitioner visibility
Scores are visible to practitioners in view/respond modes.
The score is displayed in a preview box within the scoring group field, showing:
Title and description of the scoring group (when provided)
The computed numeric score (bold, highlighted when active)
2. Client visibility
Scoring Groups are invisible to clients. When a client fills out an intake form, they only see the questions. The scoring group and computed score are hidden.
See an example of what the client sees:
How does scoring assessment work?
To create scored assessments:
Go to Templates.
Click +New Template.
When the template builder opens, click +Add form field.
Select the Scoring group from the options.
Add the title, description, and the scoring method.
Add single-choice questions.
Link each single-choice question to the scoring group. Score values are auto-assigned to options.
Adjust individual option scores as needed (e.g., reverse scoring).
For custom formulas, add operations.
Click Save. The template is automatically flagged as a scoring template.
Note: You can add single-choice questions first, then add the scoring group later.
How to use scored assessments in a note
Go to Clients.
Select the client from the list.
Click New note.
Fill it in during the session.
As each single-choice question is answered, the scoring group recalculates.
Score is persisted to the note form response on save.
Using scored assessments from community templates
You can also access scored templates that we've premade for you! Here are the available templates we have, and we are looking to add more.
Generalized Anxiety Disorder 7-item (GAD-7) Scale
Patient Health Questionnaire (PHQ-9)
PCL-5
Dissociative Experiences Scale
AUDIT Alcohol Screening Test
Satisfaction with Life Scale (SWLS)
Edinburgh Postnatal Depression Scale (EPDS)
Adult ADHD Self-Report Scale (ASRS-v1.1)
Global Rating of Change Scale
Depression, Anxiety, and Stress Scale (DASS-21)
Adverse Childhood (ACE) Questionnaire
When you go to the community Templates page, you can see a dedicated Scoring Templates section.
Highlighted with a purple gradient banner and timeline icon
Expandable and collapsible accordion for better navigation
Displays scoring templates in a responsive grid layout (4 columns on desktop)
Includes a “View All” button to access the full scoring template library
Note: We are currently updating our native app, so for now, it is best to use this feature using the web browser version.
FAQs
Can clients see their scores?
No. Scoring groups are always hidden from clients. Clients only see the questions. Only practitioners can see the computed score.
Can I have more than one scoring group in a form?
Yes. Each scoring group works independently with its own linked questions and scoring method. This is useful for assessments with multiple subscales.
Can a question be linked to more than one scoring group?
No. Each single-choice question can only be linked to one scoring group at a time.
What happens if a client skips a question?
Only answered questions contribute to the score. If no linked questions are answered, no score is shown.
Which field types support scoring?
Only single-choice fields can be linked to a scoring group. Dropdown, Yes/No, and other field types do not currently support scoring.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.