Assigning Additional Assessments

Assigning additional assessments to a patient is very simple and can be done at any time throughout the treatment process. Below is a step-by-step guide on how to do it.

Step 1: From the Patient List, select Add Assessment in the row of the patient you want to add an assessment for.

Step 2: Select which category of assessment you would like to add (Clinical Symptoms, Functioning, Addictions, Therapeutic Alliance). Below, we have selected Clinical Symptoms, and are presented with a list of all available assessments. 

  • If you would like to assign a child assessment to your adult patient select Adult Assessments, open the drop-down menu then select Child Assessments.

Step 3: Select the assessment(s) you want to assign. 

Step 3B: Change assessment delivery settings. This step is optional as there are defaults for each setting. Click Edit to open the edit assessment drawer. Inside you can adjust the assessment frequency and limit. 

Frequency changes how often the assessment will be sent to the patient. each assessment will be pre-set to the recommended frequency. Limit allows you to limit the number of times the assessment is sent to the patient. By default, the assessment is set to No Limit.

Step 4: For a more detailed summary of the assessments assigned to a specific patient, on the Patient List, select Manage under the patient’s name.

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