How do I create a schedule to send assessments?

Note: Schedules are linked Custom Protocols. You will need to create a Custom Protocol first before creating a schedule to to administer this protocol on. 

1. Click on Schedules on the left panel when on the Patient Details page. 

2. Click on Create New Schedule +

3. Give your schedule a name.

4. In the bottom field, select the Custom Protocol you want to send out on this schedule.

5. Once the schedule is names and the protocol is selected, click Next.

6. Choose how often the assessment should be sent by entering a number and selecting a time period (e.g., 1 week, 2 months).

7. Then, choose whether the schedule should end. If you choose to set an end, select one of the following options:

• End after a specific time period

• End after a specific number of assessments

Enter the corresponding time period or number of assessments to define how long the schedule should run.

8. Click Next. 

9. Check the box to set a reminder schedule. This will automatically send an email to patients who haven’t completed the assessment within 48 hours.

10. Confirm your details and then click Next. 

11. Your schedule is now created. To assign patients on the schedule, click on View Details for the schedule. 

12. Click on Assign Patients +. 

13. Select the patients you want to add by checking the boxes.
When you're done, click outside the patient list, then click Next to continue.

14. Choose the schedule start date and the time of day patients should receive the email. When you're ready to continue, click Next.

15. Confirm your details, then click Save. 

16. The patients are now assigned to the schedule. You can view the patients on the schedule from the Schedule Details page.