Select the patient 👇 you would like to complete an assessment for from the 'Clients' tab, by clicking on their name
Select the ‘Wellbeing’ tab ❤️
Select ‘Create’ 👇 and then ‘Wellbeing tracker’ 👇 in the top right corner
Select the framework 👇 you would like to complete from the available options
Choose the method of completion
If email 📧 or text 📲 is selected, the patient will receive a notification to fill out the form, it will automatically update the results in the Joy CMS once they have completed the assessment. You can also send multiple frameworks at once if you select email or text
If you select 'Complete now' the framework will appear as you scroll down, you can then fill it in on the client's behalf ✍️, you can only complete these one at a time
Select ‘Save’ ✅ once the assessment is complete or you have sent the assessment to your patient
You have successfully completed a wellbeing tracker which will now appear in the 'Wellbeing' tab! 🎉
💡 Hint: Wellbeing trackers work best when you use the 'Follow up' feature because it allows you to track changes over time.
Video Walkthrough