Sending Assessments
Share your onboarding link
Your permanent practice link. patients register, sign consent, and complete forms without you creating their record first.
6 steps · 3 min read
Checked against the product on .
Direct registration and the Default pathway are included. Additional pathways require Professional.
Before you start
- Prepare and save the intended registration or pathway setup.
- Registration’s Share link requires Active registration and can forward to an active Default pathway. A pathway’s own link opens that pathway and keeps working with basic details while registration is off.
Step 1: Decide which saved setup to share
You
Your cover page link needs registration to be Active. Find it on Forms, under Pathways, in Your cover page. It shows the pathways you offer, up to 6, under your names and in your order. When the only choice is for adults, the link goes straight to that pathway. With nothing offered, it opens your Default pathway, or registration when that pathway is off. A pathway has its own link and included steps. When registration is off, an active pathway that selected the form asks for basic details instead and keeps working.
What you should seeYou know whether you need registration alone or the full saved pathway.
Step 2: Open the correct Share card
You
In Forms, find the Registration form or Pathways heading and open the intended item. The Default registration form has its own Share card. An Inactive registration form shows an unavailable-link note instead of Copy and QR; an active pathway can still be shared.
Applies to all your registration forms
Share
Send this link to clients
What you should seeThe correct Share card names the form or pathway.
Step 3: Preview, then copy
You
Save edits, then use Preview to check the saved setup. A registration preview lets you review the full saved form even while registration is off; a live pathway uses basic details in that state. Copy the intended live link or its QR code from the Share card.
Share
Send this link to clients
What you should seePreview shows the last saved setup. Copy Link copies that setup’s link.
Step 4: Share the link
You
Use the link on your website, appointment information or waiting-room poster. The same pathway link works for new and returning patients; check their details for matching.
What you should seeThe shared link belongs to the intended practice and setup.
Step 5: Follow the included steps
The patient
An active direct registration link asks for the saved registration form. An active pathway asks for its registration form, or basic details while registration is off, then follows its included consent, practice forms and assessments. Copying the link does not change its saved choices. Either way, the link first shows what the visit holds and about how long it takes, then Begin.
About you: optional sex recorded at birth and gender, plus Aboriginal or Torres Strait Islander origin. Emergency contact: ask about next of kin. These switches start off.
Always collected
These are always on the form. The locked ones match each client to their record.
Opening questions
Clients choose one of the options you tick. NDIS pages show only to clients who choose an NDIS option, so Required works best with NDIS questions on.
About You
Contact
NDIS
Emergency & Safety
Funding & Cover
Required: a client can’t send the form without the card details (in Australia, the number, IRN and expiry).
Care Team & Records
Health history
Asks what the main reason for coming is and what they would like help with. A written answer.
What you should seeThe saved included steps open in their configured order.
Step 6: Review the patient record
Automatic
Submitted information is grouped with the matched patient record. Review signed paperwork and assessment results in their corresponding sections.
A trend appears here after a second completion.
What you should seeSubmitted records appear with the matched person.
Frequently asked questions
What happens to links I already shared if registration is turned off?
The direct registration link shows that the form is not available. Active pathway links keep working and ask for basic details instead of the registration form. The turn-off confirmation names the affected pathways. Turning registration back on restores the form at the same addresses.
Does the registration link include my whole pathway?
A pathway appears on your cover page when you turn on Offer on your cover page in it, or press Add a choice on the Your cover page card. Change the order with the arrows on that card. Use a pathway’s own direct link to send someone straight to one pathway, and to keep it working while registration is off.
Can I use more than one pathway?
Additional pathways require Professional. Each saved pathway has its own link; keep the labels clear so you share the intended one.
Related guides
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Send assessments with intake and consent
New patients go through your full intake pathway. registration, consent, admin forms, then assessments.
Send an assessment
Start on the client's page, press Send assessment, choose the forms, then email it, copy the link or do it together in the room. Scored results appear on the client's page.
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