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Sending an Assessment to a Client

Updated over 3 weeks ago

Allia’s Standardized Assessments area offers short, structured tools to measure clinical progress.

Here’s how to send one:

  1. Go to the Medical tab → Assessments tab on a patient’s profile.

  2. Select the Sent Assessment button to view all available assessments.

  3. Each assessment card shows:

    • Name and short form

    • Number of questions

    • Description

    • Average completion time

  4. Use the Search bar to quickly locate an assessment.

  5. Click Request Assessment next to your chosen one.

You’ll then be able to:

  • Set a deadline for completion

  • Choose whether the assessment is non-recurring, weekly, bi-weekly, monthly, or quarterly

  • Add an optional note for your client

  • Click Send Request

Once sent, the client will receive the assessment in their Allia app under the Home tab.

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