Adding Child Patient and Participants

Child or adolescent patients can be invited to create their own accounts. This allows them to complete assessments remotely, have assigned assessments sent directly to their email address, and view their own assessment results.

Step 1: From your Patient List, select + Add Patient 

Step 2: Select Child Account

Step 3: Enter the child patient's preferred name or unique identifier
  • The name entered in the Preferred Child Patient Name* field will be auto-populated in the Child Participant name field

Step 4: Add any tags that are relevant for the child patient. This can be added or modified at any time.

Step 5: Selecting what access you would like the patient and participants to have.

  • If you would like the child patient to complete assessment remote, select Complete assessment via email or text and enter the patient's email address.
  • If you would like the child to be able to review their results, select Invite to create an account for the patient to be invited to complete their profile. Inviting the patient to create their own account is optional. Consider whether having the patient create their own account is clinically appropriate. 

    Note: At least one parent with a valid email is required to create a child user account.

  • When patient provide an email address or phone number, it will allow:
    • Assessment delivery to be automated according to the frequency you set.
    • Patient/Participant to complete assessments outside of session time.
    • Patient/Participant to sign in and see their own progress and any other participants' responses (if they are invited to create an account).

Step 5: Add participants (parent, guardian, teacher etc.)

  • You can add up to 3 participants involved in the child patient's treatment to join Greenspace
    • Select the + next to a Participant row to add participant
  • Enter their name and select the Participant type (parent, teacher, or other) 
  • If you would like to invite the participant to complete assessments remotely or create their own account, enter their email address or phone number.
    • At least one parent with a valid email is required to create a child user account
    • Parent participants are required to accept their invitation first and accept any Terms of Service before the child or additional participants can accept their invitation (if invited)
    • Any assessments assigned to the child will be sent to the parent participant until the child patient has an email under their Contact Method.

Step 6: Select the relevant assessments for the child and any participants

  • You can select any number of assessments to assign to each participant
  • Selecting the checkbox next to an assessment name will assign the assessment to all applicable participants
    • For example, selecting the Child ADHD assessment will assign the test to the child participant, any parent participants, and the therapist.
    • To not assign the assessment to a specific participant, uncheck the checkbox next to the participant's name
  • If you are inviting the patient/participant(s) to create their own account, you will be able to select the frequency that each selected assessment will be delivered to them.
  • If you would like to assign an adult assessment to your child patient, select Child Assessments to open the drop down menu then select Adult Assessments and select which adult assessment you’d like to assign.

Step 7: Create Patient

  • All participants with an email address will receive their assessments remotely
  • If the patient/participants were selected to create an account, an invite will be sent out

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