Skip to main content

Send an assessment to a client

Choose an assessment, preview its questions, set the schedule, and send it to a client.

Use Standardized Assessments to send a structured measure to a client.

Choose an assessment

To choose an assessment:

  1. Open the Medical tab on the patient's profile.

  2. Open the Assessments tab.

  3. Select Send Assessment.

  4. Use the Search bar to find an assessment, if needed.

  5. Select the assessment.

Each assessment card shows its name and short form, number of questions, description, and average completion time.

Preview the assessment

To review the questions before sending:

  1. Select Preview.

  2. Review the assessment and its questions.

  3. Select Select Assessment.

You can also select Select Assessment directly from the assessment list. Both paths open the scheduling flow.

Set the schedule

To finish scheduling:

  1. Set the completion deadline.

  2. Choose non-recurring, weekly, bi-weekly, monthly, or quarterly.

  3. Add an optional note for the patient.

  4. For a recurring assessment, choose when the recurrence ends.

  5. Select Send Assessment.

The patient receives the assessment under the Home tab in the Allia app or portal, along with an email notification.

Did this answer your question?