When you open a flow inside an activity, you will be working with either a script or an assessment. Understanding how they differ can make the platform much easier to use.

A script is a guided conversation tool. It is designed to feel more like a back-and-forth discussion, helping you adjust your conversation based on what the member shares. For example, if a member says they need help accessing food, a script can guide you to the next best step, such as suggesting a food pantry referral. Scripts can also trigger follow-up actions, such as creating a goal, starting a task, or prompting the next step in the workflow.

Because scripts are dynamic, they work best when the conversation may change depending on the member’s answers. They are especially helpful when staff need flexibility and the ability to respond differently based on what they learn in real time.

An assessment is a more structured tool. Instead of guiding a conversation, it presents a standard set of questions for you to complete in order. Assessments are best when information needs to be collected the same way every time. Common examples include standardized tools like the PHQ-9 depression screening or the PRAPARE social determinants screening.

Unlike scripts, assessments are meant for consistent data collection and do not change based on the member’s answers. They also do not trigger follow-up actions. In most cases, every question in the assessment must be completed before it can be submitted.

To put it simply:

• Use a script when answers may lead to different next steps or actions.
• Use an assessment when you need to collect the same standard information every time.