While Nursebuddy provides three pre-built templates for Risk Assessments, we understand that they may not always match your specific clinical needs. If you are on a Standard or Pro pricing plan, you have the transformative ability to design and create your own custom templates.
Create Your Own Risk Assessment Templates 📝
The option to create custom Risk Assessment templates allows you to tailor your forms to exactly what your company requires.
1. Draft and Prepare Your Template
Draft the structure of your risk assessment template first in a Google Sheet or Excel.
Outline all the questions and structure you want to include.
Note: You don't need to include fields like client name, assessment date, or completed by, as the system includes these automatically in every form at the client's profile level.
2. Create the Template in Nursebuddy (7 steps)
Go to Settings > Clients > Risk Assessments.
Click on the "Templates" tab.
Click on the "Add Template" button.
Give the template a unique and descriptive name (e.g., Risk Assessment Template V1).
Add fields to the template based on your draft, using options like radio buttons for yes/no responses or notes for additional details.
You can use the record value option to indicate ratings (e.g., low, medium, high) for each question. Ensure the title of each field is unique.
Ensure the template is structured according to your draft with sequential numbering for questions.
Important: The name of the fields in the templates cannot be repeated. You can use simple numbering (1, 2, 3, etc., or a, b, c, d) in each field, and then pre-fill the actual questions later in the form.
Example 1: A simple template using the Note action with numbers
Example 2: A template with a Note box + Radio button (Select one option)
3. System-Included Items
By default, the system will automatically add the following items to each final form:
Rating (based on a R.A.G system)
Carried by
Assessment date
Next review (which generates a notification in the Notification Centre 7 days before the date entered)
4. Save the Template (Caution!)
Review the template for accuracy and completeness.
Click "Save" to finalise the template.
Cautionary Note: Once saved, templates cannot be edited, so ensure all details are correct before finalising! Template names also cannot be duplicated to prevent confusion.
5. Utilise the Template (Forms and Clients)
In the Forms tab, click +Add Form.
Select the new template you created to build forms for specific risks (e.g., "Fire Hazard Risk Assessment").
Pre-fill the blank spaces with relevant questions for that specific risk assessment.
Once the form is ready and saved in Settings, go to your client's profile and use the Risk Assessment tab to start creating a new RA using the different forms available in the drop-down list.
This is the step where you will add the specific, client-level information based on the risk you have assessed.
4. Utilise the Template:
In the tab Forms, when clicking +Add Form, select the template you created to add forms for specific risks by selecting it from the list of available templates, e.g: "Fire Hazard Risk Assessment"
Pre-fill in the blank spaces with relevant questions for that specific risk assessment.
Video Tutorial for Risk Assessment Templates
Create a Water Low Score using Nursebuddy