After the Assessment
Reassess a patient
Send the same assessment again to track change over time. results show a before-and-after comparison.
5 steps · 2 min read
Checked against the product on .
Before you start
- Open the intended person’s record and choose the same measure for a comparable repeat.
- An active or resting portal retains its link. A revoked or inactive link has a different lifecycle.
Step 1: Go to the patient's page
You
Navigate to the patient you want to reassess. You can find them via the Clients page or search.
A trend appears here after a second completion.
What you should seeThe record shows earlier completed results and any current requests.
Step 2: Open Send
You
The patient is already selected. Choose the same assessment they completed previously.
Assessments
Your sets for adults
Your practice’s batteries and pathways where every form fits this age.
Your usual
What your practice sends most.
- PHQ-9In this sendDepression over the past two weeks · 9 questions · about 3 min
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
Selected: PHQ-9
What you should seeSend opens for that person. The earlier measure can be selected again.
Step 3: Send it
You
Choose the same assessment again. If an open request is offered, check whether you are adding to it or starting a separate request. Choose how it reaches them, press the gold button and read the receipt; the active portal link stays the same.
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
How Example gets it
What you should seeChoose the delivery channel and read the receipt. Copy still needs sharing.
Step 4: Patient completes the reassessment
The patient
Same experience as the first time. The patient may notice the form feels familiar. that's by design.
What you should seeThe new request appears on the portal, or, if you chose Add to the open request, the open request now includes it.
Step 5: Results show the trend
Automatic
Patient self-reports can be compared over time. Observer returns are compared only within the same complete declared identity; different or unrecorded identities appear as separate perspectives, each with its own result.
Select a point to open that result · hover to preview
Earlier:1 Sep 2026, 12 ModerateOpen
What you should seeTwo returned administrations allow a trend for instruments that support one. One return has no invented trend.
Frequently asked questions
How far back does the trend tracking go?
Previous submissions remain on the record. Trend charts compare responses within the same rater group. Different observers and responses without enough recorded observer identity remain separate; open each result to review its answers.
Can this repeat on a schedule instead?
Yes. Eligible recurring check-ins send the measure on the cadence you choose. Patient self-report repeats stay together; observer responses must have matching recorded identity before they can be compared over time.
Related guides
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.
View scored results
When a patient completes an assessment, scored results with severity bands and visual charts appear on your dashboard.
Send multiple assessments in one link
Send a battery of forms. patients see a checklist and complete each one at their own pace.
Understand your Outcomes tab
An empty Outcomes tab is the normal starting point. Here is what fills it, and what the tab shows at each stage on the way.
Schedule a send for a later date
Choose Later in the Send dialog and the form goes out on the day you chose. visible on the client’s page and cancellable until it sends.
Ready to try a different approach?
Calm forms for the people filling them in. Scored results and reports for you.
Full Professional access for 30 days, no card. Then a free plan with 3 forms and 10 responses.
Quiet design. Real impact.