Use the Assessments tab in a patient's profile to track assessments and manage requests you already sent.
For each assessment, you can view:
Assessment name and short form.
Status.
Scheduled On date.
Due On date.
Assessment statuses
Pending: The assessment was sent but has not been completed.
Completed: The assessment was submitted.
Overdue: The assessment was not completed by its deadline.
Select a Pending or Overdue assessment to see management options.
Reschedule an assessment
To reschedule an assessment:
Select a Pending or Overdue assessment.
Select Reschedule.
Choose a new date.
A non-recurring assessment moves to the new date. For a recurring assessment, only the selected occurrence moves and the remaining schedule stays unchanged.
Cancel an assessment
You can cancel Pending or Overdue assessments.
Non-recurring assessment: Select Cancel Assessment. Allia removes the assessment from both the patient's app and the clinician's assessment list.
Recurring assessment: Select Cancel this instance to cancel only the selected occurrence, or Cancel all incomplete instances to cancel every incomplete occurrence.
Complete an assessment for a patient
To complete a Pending or Overdue assessment for a patient:
Select Fill for Patient.
Enter the patient's responses.
Select Complete Assessment after answering every question.
Important: Assessments cannot be partially saved. If you leave before completing the assessment, select Discard to remove your changes.
Only one person can complete an assessment at a time. The clinician and patient cannot fill out the same assessment simultaneously.
View completed assessment results
To view results, select a Completed assessment record.
Depending on the assessment, you can review:
Submission date.
Responses and results.
A graph of scores over time, when available.
Automated interpretation powered by Allia Insight, including trends and context from previous results.
