How to Send an Assessment via Client Portal
Overview
ICANotes+ provides a range of assessments that can be sent to clients either individually or as part of a package. Before sending an assessment, ensure the client's portal is activated.
Prerequisites
- To learn how to activate the client portal, refer to this KB article.
- To create an intake package for a client, refer to this KB article.
- To view the complete list of available forms and assessments in ICANotes+, refer to this KB article.
How to Send the Assessment to the Portal
Sending an assessment to the client's portal is easy!
- Navigate to client's chart.
- Select the Communications tab.
- Expand the Client Portal panel.
If you've never sent the client a portal form/assessment, click Choose Forms and Assessments.
Once you've sent the client a form, you'll see a Select Forms and Assessments button that can be used to send any additional forms/assessments moving forward.
Expand the Assessments and Additional Assessment menus to browse the available Assessments.
Check off the assessment(s) you wish to send to the client for completion. When ready, click Send Form Request Email.
The client will receive an email notification that new forms/assessments are available for completion. They will need to login to the portal to complete them.
The assessment will appear under the Documents section with a status of In-Progress.
When the client has completed the assessment, the status will update to Completed.
You can review completed assessments under the Documents tab of the client chart. Click on the line item for the assessment to review it.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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