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Documentation Index

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The Assessment Templates screen is the admin page for creating and managing reusable assessment section templates, accessible at /cl/settings/assessment-templates.

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Overview

The page fetches all assessment templates for the organization via useAssessmentTemplateList and displays them in a searchable table. Each row shows the template name, assessment_type (badged), version, and status (badged using TEMPLATE_STATUS_LABELS/TEMPLATE_STATUS_VARIANT). Users with cl.assessment_template.create permission see a “New Template” button. Each row has an “Edit” button (gated to cl.assessment_template.update via PermissionGate) and a version history button that opens AssessmentTemplateVersionHistory for that assessment_type. Editing or creating opens the AssessmentTemplateEditor dialog.

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Who it’s for

Requires permission: cl.assessment_template.view (list); cl.assessment_template.create (create new); cl.assessment_template.update (edit existing)

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Before you start

  • You must hold cl.assessment_template.view to access the page.
  • Creating templates requires cl.assessment_template.create.
  • Editing templates requires cl.assessment_template.update.

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Steps

1

Navigate to Assessment Templates

Go to /cl/settings/assessment-templates. The table loads all templates for your organization.
2

Search templates

Use the search input to filter by template name or assessment_type.
3

Create a new template

Click “New Template” (requires cl.assessment_template.create). The AssessmentTemplateEditor dialog opens with no pre-filled values.
4

Edit an existing template

Click “Edit” on any row (requires cl.assessment_template.update). The AssessmentTemplateEditor dialog opens pre-filled with the selected template.
5

View version history

Click the history icon button on any row to open AssessmentTemplateVersionHistory for that assessment_type.

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Key concepts

When no templates match the current search (or none exist), an empty state is shown: “No assessment templates” with the message “Create a template to customize assessment sections for your organization.”
Status values are mapped through TEMPLATE_STATUS_LABELS and TEMPLATE_STATUS_VARIANT from src/cores/cl/types/assessment-template. The exact set of valid statuses is defined in the TemplateStatus type.
Each template tracks a version field (displayed as v{version}). The version history dialog is scoped to an assessment_type string, not a single template record.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/AssessmentTemplatesPage.tsx
  • src/cores/cl/hooks/useAssessmentTemplateList.ts
  • src/cores/cl/types/assessment-template.ts