Select the client caseš you would like to complete an assessment for from the 'Client Cases' tab, by clicking on the case name
āSelect the āWellbeingā tab ā¤ļø
ā
Select āCreateā š and then āWellbeing trackerā š in the top right corner
ā
Select the framework š you would like to complete from the available options
āChoose the method of completion
If email š§ or text š² 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 āļø, you can only complete these one at a time
Click on the Framework you would like to fill out or send to your client
Scroll down below the options to fill in the framework and you also have the option to send it back to the clinical record
Select āSaveā ā 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! š
ā
š” Hint: Wellbeing trackers work best when you use the 'Follow up' feature because it allows you to track changes over time.