For psychologists, OTs & allied health
Seven ways an assessment can find your patient
Send patient assessment forms by mobile, email, QR code, or in-session — no app, no login.
From a QR code on the waiting room wall to a link sent the night before — flexible delivery that fits how you already work.
Last updated:
01
Mobile-Ready Assessments
Patients complete on their own phone. No app download, no account creation. Just a link that opens in any browser.
“Your patient opens a link on their iPhone and completes the K10 in the car park before their appointment.”
Step-by-step guide →Question 3 of 10
During the last 30 days, how often did you feel nervous?
02
One-Link Sharing
One unique URL per patient. Share via SMS, email, or WhatsApp. The same link works every time.
“Copy your patient's assessment link and paste it into your existing SMS system or patient portal.”
Step-by-step guide →Clinic SMS
Hi Sarah, please complete your assessment before your appointment:
clientforms.app/s/abc123
Clinical Assessment
Thanks! I'll complete it now.
03
A QR code on the wall, quietly working
Print one QR poster for your waiting room. Patients scan with their own phone, complete on their own pace, and their responses land on your dashboard before you call them in — no shared tablets, no reception handover, no app to install.
“The poster sits on the wall above the chairs. By the time you walk out to greet them, the K10 is already scored on your screen.”
Step-by-step guide →
04
Email Before Appointment
Send assessments ahead of time. Review scored results before the session starts. Walk in prepared.
“Send a PHQ-9 and GAD-7 the day before. Review scores before the patient walks in.”
Step-by-step guide →Mindful Psychology
Your assessment is ready
Please complete before your appointment on Thursday
05
Telehealth Pre-Session
Forms completed before a video call. Clinician has data on screen when the session opens. No dead air filling out forms.
“Your remote patient completes the DASS-21 an hour before the Zoom call. You open the session with their results already on screen.”
Step-by-step guide →Dashboard — Patient Results
DASS-21 Results
Patient view
Assessment Complete
Results sent to your clinician
06
In-Session Administration
For long assessments where you’re in the room with the patient — ADHD-FIS, WFIRS-S, DIVA5.
Open your patient's assessment on your own device and read questions aloud during the session. Their responses save against their record — same scoring, same chart, no dummy clients.
“For long assessments or sensitive content where the patient prefers your presence, click ‘Fill in with patient’ after creating the session. The patient portal switches to a quiet clinical view — no patient-facing greeting, no celebration screen, and a ‘Back to patient’ link when you’re done.”
Step-by-step guide →In the past week, how often have you had difficulty starting tasks?
07
Multi-Rater Assessment
Collect perspectives from multiple people for the same patient. Forms like the SDQ have built-in parent, teacher, and self-report versions — each specifies who's completing it, so you can compare rater perspectives side by side.
“Send the SDQ parent version to mum, teacher version to the school, and self-report to the teenager. Each response identifies the rater, so you can compare all three.”
Step-by-step guide →
Parent
SDQ — Parent Report
Teacher
SDQ — Teacher Report
Self
SDQ — Self Report
Multi-rater comparison works with forms that have separate rater versions (like SDQ). For other forms, all responses are logged against the same patient regardless of who fills them out.
Step-by-step guides
Ready to try it? Each guide walks you through the exact steps — most take under 5 minutes.
Send an assessment to a patient
Create a patient, choose an assessment, and share the link — scored results appear on your dashboard.
7 stepsSend multiple assessments in one link
Send a battery of forms — patients see a checklist and complete each one at their own pace.
6 stepsSet up your intake form
Configure which sections your patients fill out when they register with your practice.
5 stepsReassess a patient
Send the same assessment again to track change over time — results show a before-and-after comparison.
Track outcomes over time with Assessment Bundles
Send the same assessments at regular intervals. Compare pre/post scores and track trends across sessions.
Learn about Assessment Bundles →Already using ClientForms? Generate NDIS progress reports from your assessment data.
Purpose-built for your profession
Purpose-built for your profession
Outcome measures, instant scoring, and clinical reports — configured for how you work
Frequently Asked Questions
How do I send an assessment form to a patient before their appointment?
Create a session in your dashboard, then either copy the patient's unique link and paste it into your existing SMS or email system, send it directly via the built-in email sender, or share it as a printable QR code. The patient opens the link on any phone or computer, completes the form, and the scored result appears on your dashboard before they arrive — no app, no login, no account.
Can I put a QR code in my waiting room?
Yes. Every patient assessment link is a plain URL, so any free QR generator will turn it into a printable code. Patients scan with their phone camera (no app), complete the form at their own pace, and the scored result lands on your dashboard before you call them in. No shared tablets, no reception handover.
How do clinics share an assessment form with a patient by SMS?
You don't need a separate SMS gateway. ClientForms generates a short unique URL for every patient session — copy it from the dashboard and paste it into whichever SMS system you already use (Cliniko, Halaxy, your practice management software, or just your phone). The link works every time and saves responses against the patient's record automatically.
Is there a free patient intake form that scores automatically?
Yes. ClientForms includes a Free plan with a library of 241+ validated assessments — including PHQ-9, GAD-7, K10, DASS-21, AQ-10, and more — that score on submission and present results on your dashboard. No credit card to start, no per-form fees.
Can I fill out forms with the patient in the room?
Yes. After creating the session, click "Fill in with patient" instead of Copy Link or Email. The patient portal opens on your device with a quiet clinical view — read questions aloud, click responses as the patient gives them, and everything saves against their record. When you're done, a "Back to patient" link takes you straight to their dashboard. No dummy clients needed.
Can I use this with telehealth?
Yes. Send the assessment link to your patient before the session. They complete it on their own device, and you see the scored results on your dashboard when the session starts — no awkward screen-share, no waiting in silence while they fill out a paper form.
Is it secure for clinical data?
AES-256 encryption at rest and in transit, hosted on Australian servers (Sydney region), compliant with Australian Privacy Principles. Row-level security ensures practitioners only access their own patient data.
How long does it take patients to complete a form?
Between 1 and 10 minutes depending on the assessment. Most common screenings (K10, PHQ-9, GAD-7) take 2-3 minutes. Practitioner-administered assessments take longer as they involve observation or interview.
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.