During a session: Choosing and scheduling assessments with your client
Schedule assessments and choose the right type
NoteChoosing the right assessment, and scheduling it at an agreed cadence, helps you and the client keep a shared, up-to-date picture of progress between sessions.
Schedule an upcoming assessment
Use the Assessments button above the Health Snapshot, or Manage Scheduled Assessments, to set an assessment to send on a future date.
You and the client can agree on the timing together. For example, you may choose to schedule a Summary assessment before the next time you meet, so the Health Snapshot is up to date when you meet.
This gives you both a current picture of how things are going and helps you decide whether it would be useful to bring the information into the conversation.
Regular scheduling keeps the Health Snapshot up to date, so you can see progress unfold over time.
Initial vs Summary assessment
- Initial questionnaire: Longer baseline assessment presented after demographics are completed. Depending on how the service is set up, it typically includes additional question sets to help build a holistic starting picture.
- Summary assessment: Shorter follow-up assessment that uses the Fast Five. Best used for routine check-ins and keeping the Health Snapshot current.
For follow-ups, the Summary assessment is usually the best fit. Depending on how the service is set up, it is typically shorter than the Initial questionnaire, easier for clients to complete, and helps keep their Health Snapshot up to date.
Quick reference
| Type | Covers | Use when |
|---|---|---|
| Initial | Longer, holistic baseline | First baseline at the start |
| Summary | The Fast Five | Routine follow-ups; keeping the picture current |
| Assessment Library, Health Cards, Health Priorities | One specific area | A closer look at a single area, ad hoc |