Sending Assessments
Send an assessment to a patient
Create a patient, choose an assessment, and share the link — scored results appear on your dashboard.
7 steps · 3 min read
Click Send
Select or
Choose an
Send it
Share the
Patient completes
Results scored
Click Send Assessment
From your dashboard or any patient's page, click the Send Assessment button. This opens the assessment drawer.
Select or create a patient
Search for an existing patient or create a new one. Enter their name, email, and date of birth.
Choose an assessment
Browse by category, search by name, or check your recently sent forms. Select the assessment you want to send.
Choose Assessment
Send it
Click Send. You'll get a unique link for this patient.
Share the link
Copy the link to paste into your SMS or email system, send it directly via the built-in email sender, or print a QR code for your waiting room.
Patient completes the form
The patient opens the link on any device — phone, tablet, or computer. No app, no login, no account. They complete the form at their own pace.
Question 6 of 10 · ~2 min left
During the last 30 days, how often did you feel hopeless?
Results scored automatically
When the patient submits, the system scores the assessment instantly. Subscale scores, severity bands, and visual charts appear on your dashboard.
Frequently asked questions
How long does the assessment link stay active?▾
Does the patient need to download an app?▾
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.
Ready to try a different approach?
Quiet tools for focused work. Real impact for your patients.
No credit card required. Start with 3 forms and 10 patient responses.