Sending Assessments
Send an assessment to a patient
Create a patient, choose an assessment, and share the link. scored results appear on your dashboard.
9 steps · 4 min read
Checked against the product on .
Before you start
- Sign in to the practice and open the person’s record, or choose them after opening Send from the dashboard.
- Know which assessments you want to include. Email needs a usable address; Copy means you share the link yourself.
- Check practice registration and consent first. Draft paperwork is not included until reviewed.
Step 1: Open Send
You
Open the patient record and its send action, or start a send from the dashboard and choose a patient. The panel is titled Send.
What you should seeThe panel is titled Send. Starting from a record selects that person.
If this looks different
If the person is not selected, choose them in the recipient section before confirming.
Step 2: Choose the recipient
You
Check the patient selected in the recipient section. If you are creating a patient here, enter their email address and, optionally, their name.
What you should seeThe recipient name appears in the panel. Check this before you choose the forms.
If this looks different
Search and select the intended person. New Patient is a separate entry in Send; read which registration it carries rather than assuming it edits an existing record.
Step 3: Choose the assessment tools
You
Search by name or browse an area. Batteries and Pathways opens saved sets. Read the selected list rather than assuming switching views has changed what is included.
Assessments
Your forms
A request for Example Person
- PHQ-93 min
1 form · ~3 min
Selected: PHQ-9
What you should seeThe selected assessments remain marked. Search by name to narrow the choices.
If this looks different
No match: clear the search or browse the catalogue. A battery or pathway can change the selection; read the full selected list before continuing.
Step 4: Check practice paperwork
You
Registration or consent may be included by your practice setup. Check the named items in the send summary. Remove an item only when it should be left out of this request.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
What you should seeIncluded practice paperwork is named and checked. A draft explains why it is absent.
If this looks different
Review it opens the form in Client Forms. Check whether paperwork was already completed before adding it again.
Step 5: Choose when and how it reaches them
You
For a send now, use When: Now. Under Reaches by, choose Email the portal link, Copy the portal link, or Run it now, in room. Email requires an address. Later has its own scheduling rules.
Reaches by
What you should seeWhen and Reaches by show the chosen timing and channel before the final action.
If this looks different
Email needs an address. Copy does not send email. Later schedules an email and hides the immediate channels; resolve any date or timezone message first.
Step 6: Read the final action and confirm
You
The footer describes the selected request and delivery action. Resolve any reason shown below it, then press the gold action once. Delivery is selected before this press.
A request for Example Person
- PHQ-93 min
1 form · ~3 min
Reaches by
What you should seeThe footer names the action for your selected channel. After one press, it shows a receipt or a specific recovery message.
If this looks different
Read any reason beside the action. If the outcome is not confirmed, use Check and retry to check the original send before repeating it.
Step 7: Read the receipt
You
Use the confirmation to check what was created and how it was delivered. Copy means you still need to share the link yourself. If confirmation was not received, use Check-and-retry rather than assuming the email went out.
Portal link ready for Example Person
Assessment for Example Person
- Nothing was emailed — share Example’s portal link your own way.
Now on the request
- PHQ-9
1 assessment · about 3 min
Example’s portal
/example/portal
What you should seeThe receipt lists what the request contains and the known delivery facts. Email confirmation means accepted for sending, rather than read by the patient.
If this looks different
After copying, share the portal link yourself. A failed or unknown email has its own recovery action. Keep that receipt until you have resolved it.
Step 8: Open the portal link
The patient
The portal gathers separate requests on one page. The patient opens the available request and works through its forms. The page shows received titles, rather than answers or scores.
What you should seeThe portal shows available requests, future check-ins and received titles. Each send remains a separate request.
If this looks different
A switched-off portal needs to be turned back on from the record. Share the new link after reactivation. See the portal guide for the different link states.
Step 9: Review the result
Automatic
Submitted assessment responses appear on the patient record. Scores and report sections depend on the instrument; practice paperwork is kept as its own record.
What you should seeThe submitted result is on the record with the instrument’s available scores and report.
If this looks different
Check the result title and respondent. Scores and clinical interpretation vary by instrument; registration and signed paperwork remain separate records.
Frequently asked questions
Does Copy the portal link email my patient?
No. Copy puts the link on your clipboard so you can share it yourself. Choose Email the portal link for an email.
What if the send is not confirmed?
The send may have succeeded. Use the panel’s Check-and-retry action to reconcile the outcome before making another request.
Does each assessment get a new portal link?
While the portal link is active, it gathers separate requests on the same page. When an open request is available, Send lets you add to it or start a separate request. Check the selected option before confirming.
Does the patient need an account?
No account or app is needed to open the patient link.
Related guides
Send multiple assessments in one link
Send a battery of forms. patients see a checklist and complete each one at their own pace.
Share your onboarding link
Your permanent practice link. patients register, sign consent, and complete forms without you creating their record first.
View scored results
When a patient completes an assessment, scored results with severity bands and visual charts appear on your dashboard.
Use ADHD assessment tools in practice
Activate screening, assessment, childhood history, and functional impact forms. then review scored results.
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