Select the client 👇 you would like to complete a follow-up assessment for from the 'Client Cases' tab by selecting the case 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! 🎉
How do I complete a follow-up wellbeing assessment?
If you would like to track the overall change in your client's wellbeing your clients will need to complete a follow-up assessment.
Written by Sonja Gebhardt
Updated over a month ago