Sending Assessments
Send multiple assessments in one link
Send a battery of forms. patients see a checklist and complete each one at their own pace.
7 steps · 4 min read
Checked against the product on .
Before you start
- Have a person selected in Send.
- Your practice catalogue and plan determine which batteries are available.
Step 1: Open Send and choose the patient
You
Start from the patient record, or select the patient in Send.
What you should seeThe person is named in Send.
Step 2: Open Batteries and Pathways
You
Your practice's batteries show first, with Use, when every form in them fits the patient's age. For the rest, press All to open Browse and choose Batteries and Pathways: it lists the batteries available to your practice. Typing a battery's name in Add a form by name also finds it, under the forms; add the word battery to list it first.
Assessments
Your sets for adults
Your practice’s batteries and pathways where every form fits this age.
Your usual
What your practice sends most.
- PHQ-9In this sendDepression over the past two weeks · 9 questions · about 3 min
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
Selected: PHQ-9
What you should seeBatteries and Pathways opens your saved batteries and pathways from the assessment browser.
Step 3: Pick the battery and review its contents
You
Choose a battery and inspect the resulting selection. Read any replacement notice and check what remains included. Availability follows your practice catalogue and plan.
Assessments
Your sets for adults
Your practice’s batteries and pathways where every form fits this age.
Your usual
What your practice sends most.
- PHQ-9In this sendDepression over the past two weeks · 9 questions · about 3 min
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
Selected: PHQ-9
What you should seeA chosen battery’s tools are named on the patient’s row under Who gets what.
If this looks different
Check replacement notices and the complete selection rather than relying on the battery name.
Step 4: Check the complete request
You
Read the patient's row under Who gets what, including registration or consent when present. A battery name alone is not the full list of what the patient receives.
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
What you should seeThe patient’s row names every assessment and included practice form.
Step 5: Choose delivery before confirming
You
Under How [name] gets it, choose Email, Copy link or In the room, and press the gold button, which names that choice. Read the receipt. If you chose Copy link, share the copied link yourself.
Who gets what
Example · 1 form · about 3 min
PHQ-9
Consent to treatment: not in this send.
Your consent form hasn’t been reviewed yet, so it isn’t in this request.
How Example gets it
What you should seeChoose the delivery channel before pressing its action, then read the receipt.
Step 6: Work through the request
The patient
The portal page gathers this request with any other requests. The patient works through the included forms and can return through their active portal link.
What you should seeThe available request has the included tools together.
Step 7: Review submitted results
Automatic
Each submitted assessment has its own result. A Profile has its own scoring and report requirements; it is not interchangeable with an ordinary battery.
A trend appears here after a second completion.
What you should seeReturned assessments appear on the record under their instrument names.
Frequently asked questions
Where can I manage saved batteries?
Open Assessments, then Batteries, to review the saved groups available to your practice.
Does selecting a battery remove my other choices?
Read the selection and any replacement notice after choosing it. The final named summary is what this request includes.
Related guides
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.
Send assessments with intake and consent
New patients go through your full intake pathway. registration, consent, admin forms, then assessments.
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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