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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 · 3 min read

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You

Click Send Assessment

Open the assessment drawer from your dashboard or a patient's page.

You

Select a patient

Choose an existing patient or create a new one.

You

Switch to Batteries

Click the Batteries tab to see pre-built assessment batteries (ADHD Comprehensive, Adult Mental Health Screen, Anxiety & Depression, and more). Or stay on Custom to pick individual forms.

CustomBatteries

ADHD Comprehensive

4 forms · ~25 min

Adult Mental Health Screen

3 forms · ~15 min

Anxiety & Depression

2 forms · ~10 min

Trauma Assessment

3 forms · ~20 min

You

Select a battery or pick multiple forms

Choose a pre-built battery with one click, or select individual forms to build a custom combination. The drawer shows a running total of estimated time.

You

Send it

Click Send. The patient gets a single link that contains all selected forms.

Patient

Patient works through the checklist

The patient sees a checklist of forms. They can complete them in any order, take breaks, and come back later — progress is saved automatically.

Automatic

Each form scored as completed

As the patient submits each form, it's scored individually. You can see partial results before they finish the whole battery.

Frequently asked questions

What pre-built batteries are available?
Psychology batteries include ADHD Comprehensive, Adult Mental Health Screen, Autism Assessment, Anxiety & Depression, Trauma Assessment, and more. OT batteries cover Falls Prevention, Upper Limb Recovery, Stroke Rehabilitation, and others.
Can I create my own custom battery?
Yes. Select any combination of forms when creating a session. You can also save a combination as a reusable battery from the Batteries settings page.

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No credit card required. Start with 3 forms and 10 patient responses.