Sharing Assessments and Treatment Plans With Clients
Videos
Sharing treatment plans and assessments
This Sessions Health tutorial teaches you about sharing treatment plans and assessments with clients through the client portal.
Assessments
Assessments, when managed from a client's Assessments tab, are setup in such a way that you can perform the following:
- Send a draft version to a client to complete and sign. Provider then activates the form.
- Provider fills out a portion of a draft and sends to the client to complete the rest of the form and sign. Provider then activates the form.
- Provider can fill out the entire form, activate it, and send to the client to sign. Because this allows the provider to complete specific information relevant to the client and allows a client signature, some forms such as the Good Faith Estimate (GFE) is setup as an assessment.
To start an assessment, go to the Clients > [Client Name] > Assessments tab of the client you want to send an assessment to.
Select the assessment you want to share. Note that only assessments you've added under the Screening and Assessment section of Forms & Documents > My Forms will show up as an option to select.
Once selected, the assessment is added as a Draft, which means the required information hasn't been completed and the the provider has not activated (signed) the assessment. At the bottom of the draft assessment, you will see a Share... button.
After clicking, you will be prompted to add an additional optional note.
Your client will be notified. When they log in to the portal, they will find the assessment in DRAFT mode under Shared Documents.
From the client's view, the DRAFT assessment is the one needing completed. The Current assessment is the most recently completed version, and the Past assessments are also listed with the date it was activated.
After your client completes the assessment and signs it, you will see their response in the Draft tab for that assessment and a Signed indicator. You may now review, add any necessary scoring, and activate this assessment by clicking the Activate button.
Once activated, you can setup a reminder for when you need to send a new assessment by clicking the Setup reminder button in the bottom right corner of the assessment. A reminder will then be displayed in the Needs Attention are of your Home page starting 7 days prior to the reminder date you set.
When you'd like to administer the same assessment again, go to the same assessment and click the Start a New Draft button from the Draft tab. Follow the same process to share with your client to complete.
Once you activate a new draft, the active version will move the the Past tab so you have a record of all completed past assessments.
Treatment plans
To share a treatment plan with a client, first create a draft treatment plan. In the lower-right corner, you will see a Share.. button.
After clicking the button, you will be able to add an optional message to your client.
Your clients will receive an email notification that you want to share the treatment plan with them. When your client logs in to the portal, they will see the treatment plans under Shared Documents.
The DRAFT treatment plan is the one needing review. The Current Treatment Plan is the currently active plan. Past treatment plans are also listed with the date activated.
Clients will be able to review and electronically sign.
After the client signs, you will see an indication that the treatment plan was signed. You may now activate the treatment plan.
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.
Can I send a screening or assessment as part of the intake / onboarding process when I invite a client to the porta?
Yes, you can clone an existing assessment as an Intake form by clicking "..." within the assessment, select Clone, then select Intake as the type. This creates a copy of the assessment to your Intake forms that can be shared when onboarding new clients. Please note that you'll need to share the assessment "as-is" and the provider cannot pre-fill custom client information using this method.
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.