Using the platform with children and adolescents

When adding a child or adolescent to the platform, you can also include any parent, guardian, or teacher involved in the child’s treatment to contribute to the client's file. This means that each participant can create an account connected to the child's file on the platform and complete assessments independently. This article provides an overview of how to use the platform with children and adolescents.

1. Adding a child patient

When adding a new child or adolescent to the platform, you can determine whether you would like them to be invited to create their own account. This allows them to complete assessment remotely, have assigned assessments sent directly to them by email or sms, and view their own assessment results. Please note that you don't have to invite the child patient to an account to complete assessments as they can be completed in-session.

Adding a child patient is similar to adding an adult patient, with a few additional elements:

  • In order to invite the child or adolescent to create an account or complete assessments remotely, at least one parent must be invited as well.
  • You can enter up to three (3) additional participants (ie. parent, guardian, or teacher) to be associated with the child's file. Each participant is invited with their own email address, allowing them to complete assessments and view results 
  • Under Patient Access, there is an option for ‘Require parental or guardian consent via the platform?’ that determines how consent will be provided for the child. This setting only appears if the remote delivery via email or SMS settings are selected.
    • By default, the toggle will be set to ‘Yes’ which means that the parent must accept the Terms of Use in order to unblock the child from completing remote assessments.
    • If set to ‘No’ then the child patient can begin completing assessments immediately and the child account can be created without a parent participant.

2. Inviting additional participants

Participants can be invited to create an account on the platform on the Add Patient page (as outlined above) or later, after the child patient's file has been created.

After the child's file has been created, inviting additional participants can be done on the Manage tab.
  • On the Manage tab, there is a Participants section, which shows you all the participants (parent, guardian, or teacher) currently associated with the child patient. 
  • You can invite any additional participants by entering their name and email if you wish for them to do assessments remotely.
  • You can also remove any participants from if they are no longer involved in the child patient's treatment.

3. Assigning assessments to child patients and participants

Assessments can be assigned separately to the child and any associated participants. This can be done on the Add Patient page when creating the file, or on the Manage tab after the child's file has been created. 

  • You can individually specify the participant who will receive and complete each selected assessment. 
    • For example, a teacher specific assessment like Child ADHD to be completed by teachers (SNAP-IV 26) can be sent directly to the teacher participant and completed independently, without the parent manually forwarding the assessment email to the teacher.
  • When you select an assessment to be assigned, checkboxes will appear to indicate which participant can be assigned the assessment. 
  • 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 assessments you’d like to assign.

4. Visibility permissions

Visibility permissions allow you to identify which assessment results each participant should have access to. This is a useful feature for a older children and adolescents, where it is not appropriate to provide the parent or guardian with access to the child's assessment responses. This permission setting can be found on the patient's the Manage tab in the Participants card.

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