Sending Assessments
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.
3 steps · 3 min read
Checked against the product on .
Scheduling ahead is part of recurring check-ins, available on Professional plans.
Before you start
- Select an existing person and an activated measure eligible for monitoring.
- Scheduling uses the confirmed practice timezone. The first date is tomorrow, up to one year ahead.
Step 1: Pick the form and the date
You
Choose an existing person and an activated measure eligible for monitoring. Set When to Later, then use Send date to choose tomorrow through one year ahead in the confirmed practice timezone. For a series, use Repeat and Every. The default finite series is six check-ins; Change the end offers the other end conditions. Read the dates and the final action before scheduling.
Goes out by email at 9am in their time zone. These forms become available when sent.
1 of 1 repeat · at most 3
Runs
For 6 check-ins — then it stops.
- 2026-10-05 — your start date
- 2026-10-19
- 2026-11-02
No reminder is sent at this cadence — the next check-in arrives before one would.
What you should seeWhen: Later shows Send date. Repeat and Every control a recurring schedule where eligible.
If this looks different
A missing timezone, ineligible measure or invalid date has a named reason.
Step 2: Nothing goes out yet
Automatic
Read the schedule receipt. It confirms the measure, starting date and any cadence and end condition, rather than claiming an email was delivered. The person’s portal can show a future check-in. Manage or cancel the schedule from their record.
Scheduled
PHQ-9 · every 2 weeks · starts Mon, 5 Oct · 6 check-ins
Example Person hears nothing until then. On the start date they get one quiet email, and the check-ins repeat every 2 weeks.
Nothing is sent today, and there is no form link yet. If Example Person already has a portal page, it lists this under Coming up.
You can manage the schedule from Example Person's page.
What you should seeA schedule receipt confirms what was scheduled and when it starts; it does not say email already went out.
Step 3: When the check-in becomes due
The patient
A due request is dispatched when eligible. Explicit dates retain the chosen date; computed repeating dates follow the stated weekend and spacing rules. A completed return appears on the record.
What you should seeThe scheduled request is sent when due, subject to its actual eligibility and spacing rules.
Frequently asked questions
Can a repeating schedule start on a future date too?
Yes. Use Send date for the first date, Repeat and Every for cadence, and Change the end for the finite end condition or ongoing choice. Check the preview and receipt.
What can I schedule this way?
Choose from activated measures eligible for monitoring, up to three per scheduled send. Registration and consent use a normal send or pathway.
What if the date falls on a weekend?
A date you picked yourself is honoured exactly. Dates the schedule computes on its own (later cycles of a repeating schedule) are sent the Thursday before a weekend, as always.
Related guides
Send an assessment to a patient
Create a patient, choose an assessment, and share the link. scored results appear on your dashboard.
Reassess a patient
Send the same assessment again to track change over time. results show a before-and-after comparison.
Re-send the referral outcome measure at review
Record which outcome tool each client's GP referral used, and their Medicare review check-in goes out on its own: the right single form, timed to a booked review or to a session number.
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