How do I schedule an assessment for the future?
1 min read · Updated May 21, 2025
When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.
- If email is selected as the delivery method, the assessment will be sent automatically on that date.
- If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.
A calendar feature will soon be available to help track upcoming assessments.
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