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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