Select the client š you would like to complete a follow-up assessment for from the 'Client Cases' tab by selecting the case name
āSelect the āWellbeingā tab ā¤ļø
ā
Select the āFollow upā š button on the wellbeing assessment you would like to follow up on
ā
Choose 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 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 āļø
Select āSaveā ā once the assessment is complete or you have sent the assessment to your patient
āYou can now see how your patient has improved since the last assessment! š
ā
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