Sharing Assessments With Clients
Assessments
There are three ways to send assessments to clients:
- When you send initial onboarding documents to a client
- From the client's Assessments page
- From the client's Portal page
Sending assessments when onboarding a new client
When you initially invite a client to the portal, assessments are listed as an option to send to clients.
Sending assessments from a client's Assessments page
You can also share assessments from Clients > [Client Name] > Assessments. Click the New button to start a new assessment.
After starting a new assessment, you will be asked who is filling it out. Select the patient or contact of a patient to send the assessment through the client portal. Select Practitioner if the practitioner will be filling out the assessment on behalf of the client.
If after completing an assessment, edits need to be made, use the '...' menu and select Reopen. The assessment will be able to be edited but when completed, it will require updated signatures from both client and practitioner.
Sending assessments from a client's Portal page
From Clients > [Client Name] > Portal, you can share assessments during the initial client portal invitation or by using the Manage Documentation button. From the popup, scroll to the Assessments section and select which assessments you'd like to share.
FAQ
Can I customize my own screenings and assessments?
Yes, you can use one of our pre-built assessments and edit it, or you can create your own from scratch. See our Creating a custom form on how to set that up.
What screenings and assessments to you offer?
We have many screenings and assessments available, and are adding to it frequently. To see the full library, go to your Forms & Documents > Forms > System Forms page.