Sending Assessments
Send assessments with intake and consent
New patients go through your full intake pathway — registration, consent, admin forms, then assessments.
8 steps · 4 min read
Click Send
Select assessments
Send the
Patient registers
Patient signs
Patient completes
Patient completes
Everything lands
Click Send Assessment
Open the assessment drawer and create a new patient.
Select assessments
Choose the clinical assessments you want this patient to complete.
Send the link
Click Send. Because this is a new patient and you have an active intake pathway, they'll go through the full flow.
Patient registers
The patient opens the link and fills out the intake form (or provides basic details, depending on your pathway settings).
Patient signs consent
Next, the patient reads and signs your consent form. Their signature is stored with a timestamp.
Patient completes admin forms
If your pathway includes billing or admin forms (bulk billing consent, release of information), the patient completes those next.
Patient completes assessments
Finally, the patient completes the clinical assessments you selected. Same experience as a standalone assessment — neurodivergent-friendly design, progress tracking, time estimates.
Everything lands on your dashboard
Consent is stored with signature. Admin form responses are emailed to your practice. Assessment results are auto-scored. Everything is grouped under the patient's record — ready before their first appointment.
Frequently asked questions
What if the patient already exists in my system?▾
Do I need a Professional plan for this?▾
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 to a patient
Create a patient, choose an assessment, and share the link — scored results appear on your dashboard.
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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