Select the patient 👇 you would like to complete a follow-up assessment for from the 'Clients' tab by selecting their name
Select the ‘Wellbeing’ tab ❤️
Select the ‘Follow up’ 👇 button on the wellbeing assessment you would like to follow up on
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 once they have completed the assessment
If you select 'Complete now' the framework will appear as you scroll down, you and then fill it in on the client's behalf ✍️
Select ‘Save’ ✅ once the assessment is complete or you have sent the assessment to your patient
You can now see how your patient has improved since the last assessment! 🎉
Video Walkthrough