How to email a Clinical Assessment

How to email a Clinical Assessment

1) Make sure that an email address has been entered in the Email ID field on the Employment tab of the Registration page

2) Select the Assessment 

3) Click Save at the bottom of the first page

4) Click Send Mail

5) A new Password code will generate, provide your patient with this new code

6) The patient opens the email (make sure to let them know to check their spam folder); They click on the link in their email, enter the code provided, their date of birth and their last name

7) Once they complete their assessment, you can view their responses by opening that assessment

 

NOTE:  Make sure your clients are selecting Save and Continue at the bottom of each page as they complete the assessment.  This submits the information and the patient should see a message at the top of the page stating "Record updated successfully"

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