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How do I send a Wellbeing Framework to the clinical record?

This article will show you how to send the wellbeing questionnairesresponse back to clinical systems.

Written by Sonja Gebhardt
Updated over 5 months ago

๐Ÿ“ฉ How to send a wellbeing tracker answer back to the clinical system while completing with the client

  1. Create the Wellbeing Framework while you are with the client while choosing the option Complete Now

  2. At the bottom of the page tick the box to Save to clinical record

  3. Click 'Save'

  4. This is how you send a Wellbeing tracker to the clinical record! ๐ŸŽ‰


Sending back to the clinical record after the client has filled in the framework

  1. You will receive a notification when a client has completed a framework you sent to them.
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  2. Click on the notification tab and select the notification stating the client completed the questionnaire
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  3. This will open in the client record and scroll down to the record showing the filled in framework ๐Ÿ‘‡
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  4. Finally, scroll down and select Send to clinical system ๐Ÿ‘‡


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  5. You have now sent a wellbeing framework to a client clinical system! ๐ŸŽ‰

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