Sending Clients Measures In-Session

Sending Clients Measures In Session

From the client detail page, locate the current session under "Past Sessions". Click the gray "+" sign. 

Start typing the name or acronym of the scale in the search bar. Select the appropriate scale, and click "Add to session". 

The scale has now been added to today's session. 

The client should receive a new notification to take the assessment. 

If they do not receive the notification, you can manually push the notification out. In the session, click "Details". 

Click "Send notifications now". 

The client will receive a notification to complete the added the measure on their cell phone or computer. 

You can also complete the added measure with the client during session by clicking "Take measurement" from the same screen. 

This will log you out of provider mode, and the client can complete the measures on your device (if you are in person), or you can read the questions to your client in interview format (if Telehealth). 

Alternatively, you can complete the measure in interview format directly from the client's feedback report using the "Edit Response" feature. Instructions on how to use this feature are linked here.