Reviewing client updates and prioritising follow-up

Log in and open the Individuals tab

After logging in, open the Individuals tab from the top navigation. This is your client list and your main daily starting point.

Filter to your own clients

Use the default Assigned to me filter (top-left) to narrow the list to your own caseload who have activated their Innowell account. If a client has been invited but has not activated their account yet, they may not appear in this list. Use the status dropdown to switch to Invited to check whether their invitation has been sent and is still waiting to be accepted.

Start with risk flags and recent activity

Begin by checking clients with risk flags, "I need help" activity, or recent assessment updates. These signals help you quickly identify who may need follow-up before you move through the rest of your list.

Spot the risk flags

Two icons can appear beside a client's name, and they mean different things:

• A red triangle (⚠) is an active Suicidal Thoughts and Behaviour (STB) flag from the client's assessment responses.
• A megaphone (📣) means the client has selected the "I need help" button. The megaphone remains visible for 48 hours.

Review clients showing either icon first, and follow your service's risk response process.

See:Reviewing risk signals in Innowell

Read the ratings, timeframes and trends

Each row shows the client's domains with a rating, the timeframe it relates to, and the direction of change.

• Rating: the on-screen label for that domain (for example Good, Mild, Poor). These are the platform's clinical labels; read them as a starting point for a conversation, not a verdict.
• Timeframe: how recent the result is.
• Trend: Improvement, No Change, or Deterioration.

Reading the initial (stratified) score

The Initial questionnaire column shows a stratified score, giving you a first-glance summary of the client's level of need. Hover over the score to see the probability breakdown across each needs group.

Stratified scoring summarises a client's clinical needs across six areas: depression, anxiety, psychosis, mania, functioning, and suicidal thoughts and behaviours. It can help guide decisions about the level of care or follow-up a client may need.

Reading the row at a glance shows how a client has been tracking, which makes changes over time easier to notice before you even open the profile.

Expanding a client's row

Click the downward arrow on a client's row to see a snapshot of their demographics and when they were last active. For the full profile, open the client's dashboard, then the three-dots menu, and choose View profile.

Actions from the individual list (the three-dots menu)

On an assigned client's row, the three-dots menu gives you quick actions without opening the full profile:

• Add Event: record context against a date.
• Give input: opens a summary assessment for you to complete with your client or on their behalf, when appropriate.
• Assign Clinicians: match a client to a clinician (lead clinicians and managers only).
• Discharge: removes the client from your Assigned to me list; they keep their own access to Innowell.
• Request Assessments: send a questionnaire now, or set one up on a schedule.

Requesting an assessment

Select Request Assessments to open a searchable list, including the Initial Questionnaire, Summary Questionnaire, and individual instruments. Tick the assessment you need, then choose:

• Send request(s): send it to the client now.
• Schedule Request: set it up for a future date or recurring cadence.

The client's Health Snapshot needs at least two completed assessment timepoints before it can show change over time. Until then, it will show their current results as dials.

Scheduling a cadence keeps the client's picture current between sessions without you having to remember, keeping care data-informed.

Quick reference