Completing Assessments by Automated Delivery
For patients that create their own account, you can automatically deliver assessments to them by email or text message (depending on what the patient chooses when they sign up). This means assessments can be completed independently by the patient outside of session time. This article outlines how to set up and configure automated assessment delivery.
Selecting the assessment delivery settings
The first step is to go to the patient's Manage page to view their Assessments list.
For the assessment you wish to edit, click on the More options to select Edit Schedule.
Frequency
The frequency of an assessment determines how often the assessment will be delivered to the patient. The frequency of an assessment can be changed at any time. The frequency options are:
- 1 Week
- 2 Weeks
- 4 Weeks
- 6 Weeks
- 8 Weeks
Number of Deliveries
The Number of Deliveries of an assessment is how many times you would have the assessment delivered to your patient. By default, assessments have Unlimited. When an assessment has reached its delivery limit, the assessment frequency is set to manual and no more deliveries will be sent. The limit options are:
- Unlimited
- One
- Two
- Three
- Four
- Five
- Six
Once a frequency and limit have been selected, the assessment(s) will be automatically sent to patients according to the assessment delivery schedule. To see when an assessment is next scheduled to be delivered, look at the Next Delivery column in the Assessments card.
