Adding and Scheduling Assessments

With the new Assessment Scheduling feature, assessments can be added, and schedules can be modified from the following areas in the product:

1. Adding a New Patient
2. Manage Patient Page
3. Therapist Patient List

Adding a New Patient

To set up an assessment schedule while adding a new patient:

1. On your Patient List, click + Add Patient

   

2. On the first page, it will ask for the Patient's Preferred Name, adding any applicable tags, and Patient Access. Once the details are filled, you can proceed to Create Patient and Add Assessments.

   

3. On the Add Assessments page, you will be prompt to select the assessments that you wish for the patient to begin treatment with. Please note that you can add and remove assessments on the Patient's file after this step and at any time in the future.

   You can search the assessments by selecting from the categories or using the Assessment Search bar to look up by assessment name or assessment code. The All category will search through all the assessment categories. If you select an assessment category before searching, it will be filtered by the assessment category.

   

4. Once all applicable assessments are selected, click Assign and Schedule.

5. The assessments will be displayed in a table setting for you to review. If edits are required, click on the three dots for the More option and select Edit Schedule.

   

6. In the pop up modal, you will be able to select the Delivery Type, Next Delivery Date, delivery time frame in EST, Frequency, and Number of Deliveries. There will also be a summary to confirm your new schedule option before you Confirm.

   

7. If you wish for the assessments to be on a Manual delivery schedule, update the Delivery type to Manual. You will not have to select the Next Delivery Date, Time (EDT), Frequency, or Number of Deliveries before you Confirm.

   

8. The pop up modal will close and you will be able to see the changes show in the summary table.

   

9. Once you have edited each assessment as needed, click Continue to finalize adding the new assessments to the patient's profile.

Manage Patient Page

You can update Assessments schedules for existing patients on the Patient's Manage page.

1. Locate the assessment you wish to update and click the three dots to access to the More options for the Edit Schedule.

2. A popup modal will appear for you to Edit Assessment Delivery that includes Delivery Type, Next Delivery Date, Time in EST, Frequency, and Number of Deliveries. There will be a summary option to confirm the new assessment schedule before you Confirm.

   

   
   

3. 

4. If you wish for the assessments to be on a Manual delivery schedule, update the Delivery type to Manual. You will not have to select the Next Delivery Date, Time (EDT), Frequency, or Number of Deliveries before you Confirm.

   

5. Once Confirmed, the page will refresh the patient's Manage page with the new assessment schedule under the Assessments section.

On the Patient List

For existing patients, you can add new assessments and schedule assessments directly on the Patient List.

1. Locate the patient and click on the number of assessments assigned to access + Add Assessment

   

2. An Add Assessment page will appear for you to add any new assessments

   

3. Once all applicable assessments are selected, click Assign and Schedule.

4. The assessments will be displayed in a table setting for you to review. If edits are required, click on the three dots for the More option and select Edit Schedule.

   

5. In the pop up modal, you will be able to select the Next Delivery Date, delivery time frame in EST, Frequency, and Number of Deliveries. There will also be a summary to confirm your new schedule option before you Confirm.