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Improvement
26 April 2026(1 weeks ago)

Smarter assessment sending with session summary

The Send Assessment dialog now shows what your patient will receive — assessments, intake forms, and consent — in a clear summary before you send.

UX

Highlights

  • -Session summary shows exactly what the patient will complete
  • -Intake and consent status visible at a glance
  • -Patient DOB and phone auto-filled from previous responses
  • -Guided setup for new patients who need intake or consent

Sending assessments is now clearer. A session summary in the Send Assessment dialog shows exactly what your patient will receive — which assessments, whether intake is included, and consent status. For new patients, a guided prompt helps you set up intake and consent before their first assessment. Patient details like date of birth and phone number are automatically carried forward from previous responses.

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