Sending 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.
11 steps · 5 min read
Checked against the product on .
Client not on your list yet? Add them first: Add a client
The route
- Clients in the left-hand menu
- The client's name
- Send assessment
- Choose forms
- How it reaches them
- Gold button
Before you start
- Sign in to your practice. Your client needs to be on your Clients list: Add a client above shows how.
- Some practices see Patients instead of Clients, and Send form instead of Send assessment. The steps are the same. A participant's page in a plan management practice has no Send assessment button, so this guide does not apply there.
- If you want registration or consent in this send, check them first. Draft paperwork is not included until reviewed.
- On a phone or small tablet, the menu on the left is behind the menu button at the top left, Send assessment is under the client's name, and the panel is one column you scroll.
Step 1: Open the client's page
You
In the menu on the left, press Clients. Type their name in the search box at the top of the list, then press their name, or Open at the end of their row.
Tap the image to enlarge it.
What you should seeThe client's page opens, with their name at the top.
If this looks different
No match: clear the search and check the menu beside it reads Active clients. Not on the list at all: add them first.
Step 2: Press Send assessment
You
Send assessment is the gold button at the top right of the client's page, beside Edit. A panel opens with Send to and the client's name at the top.
Tap the image to enlarge it.
What you should seeThe panel is titled Send to and the client's name. Check it is the right person before you choose forms.
If this looks different
A client marked inactive has no Send assessment button. The clipboard icon in a client's row on the Clients page opens the same panel.
Step 3: Choose the assessments
You
On the left of the panel, type a form's name in the box at the top, or press Add beside it under Your usual. To browse by area, press All beside the box. Typing also finds a battery, pathway or profile by name.
Tap the image to enlarge it.
What you should seeAn added form shows Added or In this send, and appears on the client's row under Who gets what.
If this looks different
Some practices see Search all assessments and Browse: they do the same job. No match: clear the box or press All. A battery or pathway can change what is chosen, so read the client's row under Who gets what.
Step 4: Check Who gets what
You
On the right of the panel, Who gets what names everything going to the client, registration or consent included. A practice form you can still send them has its own line with Include. Edit opens the list, where Remove takes an item out of this request.
What you should seeEverything going is named on the client's row. A draft or already completed form says so on its line.
If this looks different
Review it opens the form on the Forms page. Check whether paperwork was already completed before adding it again. For a child aged 5 to 12 with nothing chosen yet, these lines sit under the note about who answers, and Include brings the child's own row.
Step 5: Choose how it reaches them
You
At the bottom right of the panel, under How [name] gets it, choose Email, Copy link or In the room. Email sends their link and is the default. Copy link gives you the link to share yourself. In the room opens their forms at your screen, with no email: after choosing it, go to step 8.
What you should seeThe line under the three choices says what the chosen one does.
If this looks different
Email needs an address; Send to a different address changes it for this send only. Copy link and In the room send no email for the client's own forms; a form answered by someone else follows its own row. To send later, press Change beside When, just above: Later schedules an email and hides the immediate choices.
Step 6: Press the gold button once
You
The gold button at the bottom right names what it will do, such as Email PHQ-9 to [name], and the line above it says what is going and how. How it reaches them is chosen before this press. If a reason shows beside it, sort that out first.
What you should seeAfter one press, the panel shows a receipt or a specific recovery message.
If this looks different
Read any reason beside the button. If the outcome is not confirmed, use Check and retry to check the original send before repeating it.
Step 7: Read the receipt
You
The panel changes to a receipt that says what was created and how it was delivered. After Copy link, you still need to share the link yourself. If confirmation was not received, use Check and retry rather than assuming the email went out. Press Done to close it. After Email or Copy link, go on to step 10.
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 client.
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: In the room: start it at your screen
You
With the client beside you, do steps 1 to 4, then choose In the room in step 5. The gold button then names the form, such as Start PHQ-9 at my screen. Pressing it opens the client's forms in a new tab, with no email for those forms. Press Start beside the form and work through it together. Answers save as you go; a general form link does not save them. If the tab did not open, press Open it here on the receipt.
What you should seeA new tab shows the client's forms with a Start button. The form's first page says Your answers save automatically as you go.
If this looks different
If your browser blocks the tab, the receipt says so: press Open it here. If the client needs to finish later, Finish at home on the forms page gives them a way to carry on from their own phone.
Step 9: In the room: come back to it
You
If the tab closes, go back to the client's page. Under Sent assessments on the right, open the request if it is folded, then press Open request. Their forms page opens with Pick up here and Your answers are saved. Press Continue.
What you should seeThe answers already given are still there when the form opens. Saved answers are kept for 30 days.
If this looks different
The page speaks to the client, because it is their own forms page: it is the right place. If there is no Open request button, look under More. If it is not there either, this request can no longer be opened from here.
Step 10: At home: the client opens their link
The client
After Email or Copy link, the client opens their link on their own device. Their portal gathers separate requests on one page, and they work through the forms. It shows the titles you have received, rather than answers or scores.
What you should seeThe portal shows available requests, future check-ins and received titles. A separate send adds its own request; Add to the open request adds to the one already there.
If this looks different
A switched-off portal needs to be turned back on from the client's page. Share the new link after reactivation. See the portal guide for the different link states.
Step 11: Review the result
Automatic
Submitted assessment responses appear on the client's page. 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 client's page 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
Which route keeps answers if the tab closes?
A request from the client's page saves each answer as it is given, so you can stop and come back. A form passed on to someone else saves only when it is submitted, and says so. A general form link, such as Copy Link beside a form under Your Forms on your Dashboard, keeps nothing until it is submitted. To fill a form with someone in the room, use In the room. Saved answers are kept for 30 days.
Does Copy link email my client?
No. Copy link puts the client's link on your clipboard so you can share it yourself. Choose Email for an email. A form answered by someone else, such as the ASRS observer report, has its own row under Who gets what with its own delivery choice, and that row can email the client a copy to forward.
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 client need an account?
No account or app is needed to open the client's link.
Related guides
Add a client
Add a client from the Clients page so you can send them assessments. Their first name is the only detail you have to enter.
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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