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Schedule recurring or future assessments

Send a one-time assessment, create a recurring schedule, or move one scheduled occurrence.

Schedule and repeat assessments to track patient progress consistently.

Non-recurring assessments

For a non-recurring assessment, choose the deadline by which the patient should complete it. Allia sends one request and does not repeat it.

Recurring assessments

For an assessment the patient should complete regularly, choose a recurrence frequency:

  • Weekly.

  • Bi-weekly.

  • Monthly.

  • Quarterly.

Then choose when the schedule ends:

  • On a specific date: Choose the final date.

  • After a specific number of occurrences: Choose between 2 and 12 occurrences.

  • Never: Continue the selected frequency without an end date.

After configuring the schedule, send the assessment. Allia sends each occurrence according to that schedule.

Reschedule one recurring assessment

To move one occurrence without changing the rest of the schedule:

  1. Open the Pending or Overdue assessment.

  2. Select Reschedule.

  3. Choose the new date.

Only that occurrence moves. The remaining occurrences keep the original schedule.

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