Changing assessments and frequencies

This article shows you how to change how often a patient is scheduled to receive automated assessments by email or text message.

Step 1: From the Patient List, click on the patient's name whose assessments you would like to edit.

Step 2: Click on the more options to access Edit Schedule for the assessment you wish to update. In this example, we've selected the Depression (PHQ 9) assessment.

Step 3: In the pop-up window, under Frequency, you can select a new frequency and then click Confirm to save the change.

Bulk Editing Assessments

Users can bulk edit assessment schedules by selecting the checkboxes next to the assessments they want to edit and clicking the Edit Schedule button.

In the Edit Schedule modal:

• If multiple assessments with different inputs are selected, the affected fields will indicate that they contain Multiple values.
• Updating these fields will apply the changes to all selected assessments.
• The information box will dynamically update based on the selections made, ensuring accurate feedback, once all the varying fields have been updated.