Sharing Assessments With Clients

You can send assessments to clients in three different ways, depending on where you are in your workflow. Each option sends the assessment to the client’s Portal, where they can complete it online.

In this article

• Sending Assessments Through the Setup Wizard
• Sending Assessments From a Client's Assessments Tab
• Sending Assessments from a Client's Portal Tab
• Editing Completed Assessments
• Frequently Asked Questions
• Related Resources

Sending Assessments Through the Setup Wizard

Use this option when setting up a new client and including assessments in their initial Portal invitation.

1. Go to the client’s chart >  Summary.
2. Select Start Setup to begin the Setup Wizard.
3. At the Portal Access step, select Invite to Portal.
4. In the pop-up, select or deselect assessments.
5. Select Send Invitation, then continue through the Setup Wizard.

Sending Assessments From a Client's Assessments Tab

Use this option to send an assessment directly from the client’s chart.

1. Go to the client’s chart > Assessments.
2. Select + New.
3. In the pop-up, choose an assessment.
4. Under Who will be completing this assessment?, select the client’s name.
5. Check Send Email Notification.
6. Optionally edit the Email Subject or Email Message.
7. Select Share.

Sending Assessments from a Client's Portal Tab

You can share assessments from the Portal tab either when inviting a client or later using Manage Documentation.

When Inviting to the Portal

1. Go to the client’s chart > Portal.
2. Select Invite to Portal.
3. In the pop-up, select or deselect assessments.
4. Select Send Invitation.

Using Manage Documentation

1. Go to the client’s chart > Portal.
2. Select Manage Documentation.
3. Scroll to Assessments and select or deselect forms.
4. If new assessments are selected, choose Continue.
5. Optionally check Send Email Notification and edit the Subject or Message.
6. Select Save & Send Notification.

Editing Completed Assessments

If an assessment needs changes after it’s been completed, go to the client’s Assessments tab, open the three‑dot menu next to the form, and select Reopen. The assessment becomes editable again and can be updated as needed.

Frequently Asked Questions

Can I customize my own screenings and assessments?

Yes. You can edit a pre‑built assessment or create one from scratch. See Creating a Custom Form for setup steps.

What screenings and assessments are available?

You can browse the full library under Forms & Documents > Forms > System Forms. Select +Add to enable any forms you want to use.

Where do completed assessments appear?

Completed assessments appear in the client’s Assessments tab.

Can I send multiple assessments at once?

Yes, only from the Setup Wizard or the Portal tab. The Assessments tab supports sending one assessment at a time.

Related Resources

For more information about assessments, see:

• Using System Forms
• Auto-Scored Assessments
• Creating a Custom Form
• Inviting Clients and Sharing Documents in the Client Portal