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
Pick the
Nothing goes
On the
Pick the form and the date
In the Send dialog, choose the client and the measure as usual, then switch When from "Now" to "Later" and pick the day — up to a year ahead. The button becomes "Schedule for" that date. Want it repeating? Open "Repeat this" under the date and choose how often.
Nothing goes out yet
The client hears nothing at scheduling time. The send sits on their page as "One-time" with its date, where you can reschedule or cancel it. The exact date you picked is honoured — including weekends.
On the day, one email
On the scheduled date the client gets a single quiet email with the form. Once it’s completed, the result lands on their page like any other.
Frequently asked questions
Can a repeating schedule start on a future date too?▾
What can I schedule this way?▾
What if the date falls on a weekend?▾
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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