Inconsistent use of validated assessments limits measurement-based care
Many clinics lack reliable workflows to deliver, score and act on standardized questionnaires, reducing early detection and undermining data-driven decisions.
HolistiCare embeds validated questionnaires into care pathways with automatic scoring, trend visualization and decision support. Results populate the clinician inbox with suggested actions so providers can adopt measurement-based care without additional administrative load.
- Library of validated PROMs and screening tools.
- Automated scoring, flagging and trend charts.
- Integration with EHR or white-label portal.
- Conditional logic and branching for efficient surveys.
- Patient and clinician views with plain-language explanations.
- Exportable data for QI and research.
OUR SOLUTION
How Questionnaires make measurement-based care practical
Embedded validated instruments and flexible deployment
HolistiCare includes a library of validated instruments such as PHQ-9, GAD-7 and disease-specific PROMs. Clinics can deploy questionnaires at intake, between visits, or at prespecified intervals. Conditional branching shortens surveys by skipping irrelevant items. The platform automatically scores responses and applies clinic-specific thresholds to flag concerns. Scores are visualized over time so clinicians and patients can jointly review progress. This reduces administrative friction and ensures important signals are not missed.
Questionnaires can be assigned by protocol or triggered by events such as medication changes or hospital discharge. Staff receive concise summaries with recommended next steps tailored to the score and clinical context. This embedding of assessments into workflow enhances the reliability of measurement-based interventions and improves clinical decision-making.
Data governance, patient understanding and actionability
Each questionnaire result includes a plain-language explanation in the patient portal so patients understand their score and suggested actions. Clinicians receive an evidence-linked rationale for suggested next steps. Data governance features include consent management, retention settings and export controls. All results are stored in the patient timeline with time stamps and clinician notes. These steps support regulatory needs and enable clinics to run QI projects or research using robust, auditable datasets.
what you get
What you get with Questionnaires & Assessments؟
Faster detection, consistent measurement and clear follow-up actions for patient-reported outcomes.
Instrument Library & Templates
HolistiCare provides a curated library of validated instruments spanning mental health, pain, function and disease-specific quality of life measures. Each instrument includes scoring logic, threshold guidance and suggested interventions tied to scores. Administrators can add custom surveys for clinic-specific needs. Templates speed deployment and reduce licensure headaches by including commonly used public domain tools. When a questionnaire is triggered, it is auto-delivered to the patient and results flow back to the clinician inbox with a one-page summary and suggested next steps. This ready-to-use library saves administrative work and brings measurement-based care into routine practice.
Automated Scoring & Trend Visualization
Responses are scored automatically and visualized as longitudinal trend charts that clinicians can review in minutes. The platform highlights clinically meaningful changes and calculates minimal clinically important differences where applicable. Trend visualizations support shared decision-making by showing patients their progress clearly. When scores cross action thresholds, the system queues suggested interventions like medication review, referral to therapy or increased monitoring. These visual and actionable outputs make it easy for clinicians to incorporate PROMs into treatment decisions without adding manual scoring tasks.
Workflow Integration & Triggers
Questionnaires can be linked to workflows so that certain scores trigger specific actions. For example, a high depression score can auto-create a referral task, schedule a follow-up, and route the case to a mental health clinician. Triggers can be immediate or batched and include conditional logic for comorbidities. Integration points include EHR documentation, patient messaging, and scheduling. These automations ensure nothing is lost between data capture and clinical action, and they minimize manual administrative handoffs. Clinics can refine triggers during pilot phases to balance sensitivity and clinician load.
Cohort Monitoring and Program Metrics
Aggregated questionnaire data support quality improvement, outcomes tracking and clinical research. Cohort dashboards show baseline scores, response rates and improvement metrics across programs. Export functionality provides de-identified datasets for IRB-approved studies or payer reporting. These capabilities let clinics quantify program impact, refine interventions, and publish outcomes. Built-in export formats conform to common research and analytics tools. By transforming scattered survey results into analyzable datasets, HolistiCare makes measurement-based care a source of continuous improvement and evidence generation.
Creating Success
What makes HolistiCare unique for your practice
Validated instruments library
A ready-to-use set of validated PROMs with scoring, thresholds and suggested clinical actions for reliable measurement-based care.
Inline scoring and visualization
Automated scoring and clear trend charts enable fast clinician review and shared decision-making with patients.
Workflow-triggered actions
Score-based triggers create referrals, tasks and messaging so assessment results consistently lead to clinical action.
“I’ve really enjoyed working with the HolistiCare team. Their AI-powered platform is the future of health coaching—streamlined, scalable, and built to keep clients engaged. I’m excited to see how it will continue to transform the way we deliver personalised care.”
Chief Medical Officer
FAQ
FAQs about Questionnaires & Assessments
Answers about instrument use, scoring and workflow integration.
Yes. Custom surveys can be created and mapped to exports for research.
Default thresholds are evidence-based but can be customized per clinic or population.
Yes. The patient portal provides plain-language context and suggested next steps.
We support de-identified exports suitable for research when required.
Yes. FHIR or CSV integrations can populate the EHR with scores and notes.
