How to complete an assessment on behalf of a patient

Once patient details have been saved and the assessment created, find patient details in the "Expected" folder and open their patient page.

Once on the patient page, click on "Actions" button and select "Create clinician link". 

You will need to confirm that you would like to create a link that will grant you access to the patient assessment. Please note, that by creating clinician link, any link sent to the patient will be invalidated. 

Click the link in the pop up window. You will be prompted to enter patient's date of birth, which you can look up on the patient page. Complete all required fields on the patient assessment and submit the questionnaire. Once the questionnaire is submitted, patient assessment will be automatically moved to "Expected" folder. 

Was this article helpful?