Completing Assessments During an In-Person Session

Whether or not your patient has created their account, you always have the option to complete assessments during a session. This article explains how.

Step 1: Go to the patient's Manage tab.

  • Using the Assessments chart, see when the assigned assessments were last completed.

Step 2: Select Complete Now next to any assessment you would like the patient to complete.

Step 3: In the window that appears, select any of the patient's currently assigned assessments.

Step 4: Select the Completion Method. In most cases, therapists completing assessments during a session will select This Device. By selecting This Device as the completion method, you can select whether or not you want to be signed out of your account.

  • This will present the selected assessment(s) on your device's screen for completion.
  • For more information on each of the completion methods, click here.

Step 5: Complete the assessments.

Step 6: Return to the patient's Manage tab and then view results.

  • The Assessments chart will now show the updated last completion date for any assessments that were completed.
  • The completed assessments will also become Unavailable as they were completed less than 3 days ago
  • If Automatic Sign Out was selected previously, the site will prompt you to sign back into your Therapist account. If it was un-selected, the site will return to the page the assessments were triggered from upon completion of the assessments.

Common Questions

Can I complete more than one assessment at a time?

Yes. You can select as many assigned assessments as you would like. This allows you and the patient to complete assessments in sequence, rather than completing one assessment and then manually triggering the next one to complete.

Why does an assessment say it's unavailable?

Assessments can only be completed once every three days. This restriction is in place to ensure that the responses can be graphed on the Results display and that patients are not overwhelmed with assessments to complete.

Would completing an assessment during the session change the next delivery date?

No. Using Complete Now to complete an assessment, will not impact any automated delivery schedule you have configured for the patient. Think of it as completing an assessment in addition to any assessments that are automated to the patient.

Next Article: Completing Assessments by E-mail or Text

Still need help? Contact Us Contact Us