Sending Assessments
Send assessments with intake and consent
New patients go through your full intake pathway. registration, consent, admin forms, then assessments.
6 steps · 4 min read
Checked against the product on .
Practice forms and custom pathway choices follow your practice setup and plan. Check the patient's row under Who gets what, which names everything going; a pathway is optional.
Before you start
- Have reviewed, active paperwork prepared in Forms.
- Open Send for the correct person.
Step 1: Open Send for the patient
You
Start from the patient record and check the recipient.
What you should seeThe person is selected in Send.
Step 2: Review practice paperwork
You
For a patient already on your list, the patient's row under Who gets what names the practice forms going. Each one you can still send them that is not in this send has its own line with Include, even before anything else is chosen; when your practice has an adult and a child consent form, the row shows only the one for the patient's age. Browse lists them all under Practice forms. 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. A form not yet reviewed, already completed or already requested says so on its line instead. For a patient you are creating here, tick the practice forms under Who gets what. Selected practice forms come before assessments. In Edit, New-client defaults opens the setting in another tab. Registration is omitted while it is off; consent can still be included. Add the forms this request needs, or choose a pathway under Batteries and Pathways.
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 seePractice paperwork names what is included, already completed or excluded as a draft.
Step 3: Add assessment tools
You
Select the assessment tools needed alongside the paperwork. Check the patient's row, which names everything going, before confirming.
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 seeThe selected assessment tools appear on the patient's row under Who gets what.
Step 4: Choose when and how
You
Keep When on Sends now and choose how the patient gets it. Copy link means you share the link yourself; Email delivers by email. Confirm with the gold button and read its receipt.
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 seeTiming and how the patient gets it are chosen before confirmation.
Step 5: Open the request
The patient
The patient follows the steps included in this request. A pathway that selected a registration form asks for basic details while registration is off, then continues with its other included steps. Registration, signing and assessments remain separate records.
What you should seeThe person opens the available request.
Step 6: Find the records together
Automatic
Open the patient record to review submitted registration, signed consent, practice documents and assessment results. Do not assume a submitted practice document has a scored result.
A trend appears here after a second completion.
What you should seeClinical results and signed paperwork remain separate records on the same person’s page.
Frequently asked questions
Can I send this to a returning patient?
Yes. Start from their record and choose the paperwork and assessments needed for this request. Check what is already on file before requesting another signature.
Do I have to create a pathway?
No. You can select the forms for a direct send. A pathway is useful when you want to reuse a saved sequence.
What if a patient returns a form on paper?
On an Australian Intake & Consent Only practice: if a patient returns a form on paper or by email, open their record and choose Received on paper on that form. This closes the form for your practice; a link the patient already holds still works. To reverse it, choose Undo.
Related guides
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
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.
Share your onboarding link
Your permanent practice link. patients register, sign consent, and complete forms without you creating their record first.
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