Making an Assessment Shareable
Any assessment can be made shareable with a Patient. Consider carefully what information you include. Simply tick "Sharable with patient" when creating the Assessment.
Patient Experience
Patients can receive a request to complete an assessment via three mechanisms. Once a staff member creates a new Assessment and it is shareable, on the patient record are the options to share this.
- Email - if they have provided clinical email consent and a valid email
- SMS - if they have provided clinical sms consent and a valid phone number
- QR Code - scanning a link on their mobile device
IMPORTANT NOTE: Link can only be accessed in a single tab(browser). If a user is unable to reopen, user must ensure there's no active tab open on browser with the link to the Assessment.
Example invitation email:
Example invitation SMS
Example QR Code
Many of these settings can be customised under System Administration > Branding Settings
Email Messages and SMS Messages can be customised.
Mobile device experience
Patients following a valid link will be taken to the assessment to complete.
Once they have completed the process, the link they used is expired, and they are prompted to close the browser.
Specific user interface messages can be managed under System Administration > Translations, prefixed with "Patient Portal"
Expired links
Links default to a 1 hour expiry., which can be changed under System Administration > Branding Settings. If a patient requires access as they did not complete an assessment in time, you can simply generate a new link and share by QR Code, Email or SMS.
Accessing the completed assessment
All patient assessments are considered Draft in the system, A provider with Assessment Runner access or otherwise the ability to approve assessments may review and finalise the information.
The draft assessment is available under the Patient Record > Current Assessments.
