There are two ways to assign an Assessment or Worksheet to a client. In this article we'll walk through both:
During a live session via the Assist panel
From the client's profile in the Worksheets or Assessments tab
Before we begin
This article applies to those subscribed to the Plus plan. Users subscribed to the Standard plan will not have access to these features (Assist).
How to assign an Assessment or Worksheet during a live session
After starting a Session, from within the Assist panel, head to the Assessments or Worksheets tab
If a suggestion is available, click Assign
💡 If suggestions aren't available because you haven't completed the Assist Setup for this client yet, in the "Prep" tab of the Assist Panel you'll see a link to "Finish Setup".
You'll also see the "Finish Setup" button in the Assessments, Worksheets, and Interventions tabs of the Assist Panel. Click any of those buttons to answer a few quick questions about the client. Once the questions have been answered and at least one Session has been captured, suggestions will begin appearing. 🎉
To manually choose which Assessment/Worksheet to assign, click Browse library. Scroll to find what you need or search by keyword, then click Assign.
Set your desired frequency and click Assign
That's it! 🎉 You'll now see the assigned Assessment/Worksheet under the Assigned section, and the client will begin receiving it according to the frequency set.
How to assign an Assessment or Worksheet anytime from the client's profile
Navigate to the client's profile, then go to the Assessments or Worksheets tab
Click Browse library, then search by clinical domain, Assessment name, Assessment short name, or keyword
Adjust the frequency as you'd like, then click Assign
That's it! 🎉 You'll now see the assigned Assessment/Worksheet under the Assigned section, and the client will begin receiving it according to the frequency set.
FAQ
How do I unassign an Assessment or Worksheet?
How do I unassign an Assessment or Worksheet?
Click the three dots next to the Assessment, you'll see an "Unassign" option. Check out this help article for step-by-step instructions: Unassigning Assessments and Worksheets