How Assessments Work

Assessments are structured forms used to collect clinical information about a client. They live inside each department on a client's profile, so everything is organised by the type of therapy the client is receiving.

What Is an Assessment?

Think of an assessment as a clinical questionnaire that your organization has set up for a specific purpose, like tracking development, measuring progress, or gathering intake information. Each assessment is a form with questions, rating scales, and text fields that a therapist fills in with or about the client.

Assessments are separate from session notes. Session notes capture what happened in a session, while assessments capture structured clinical data at a point in time.

Where Do Assessments Live?

Assessments are found inside a client's profile, organised by department. To find them, open a client's profile, go to their department tab (for example, Occupational Therapy or Speech and Language Therapy), and then click the Assessments tab within that department.

Each department has its own set of assessments, so an OT assessment won't appear under Speech and Language Therapy and vice versa. This keeps each department's clinical data clean and separate.

There is also a separate Onboarding tab under the client's Progress section, which is where intake forms like Case History appear. These are not department-specific and are used across the whole client record.

Available vs Completed Assessments

When you open a client's Assessments tab you'll see two things.

Available Assessments are forms that have been set up for this department but haven't been filled in for this client yet. They appear as cards you can click to start filling in.

Completed Assessments are forms that have already been submitted for this client. They appear in a table showing the form name, the date it was completed, and whether it has been signed. Click any row to open and review it.

Where Do the Forms Come From?

The assessments you see on a client's profile come from your organization's Library. Each department has its own library of forms, and whatever forms have been published there will appear as available assessments for clients in that department.

If you're not seeing any assessments for a department, or if you need a new form added, that's a Library and setup question rather than a client question. See Setting Up Assessments for a Department for more on this, or visit the Library section for the full guide to building and managing forms.

Common Questions