Assesment

👋 assigning intake templates to clients intake templates are form templates designed to streamline the client onboarding process these templates help you gather essential information, outline practice policies, and ensure client consent for various procedures, such as minor consent forms or software service agreements your eggmed account includes ready to use templates, which you can customize to fit your practice's specific needs assigning an assessment template to a client 1\ assigning an assessment template to a new client when adding a new client, toggle on send intake documents in the add client slideout click the + add a document button, and a search bar will appear type the name of the assessment template you wish to send note unlike intake templates, assessment templates cannot be set to auto send 2\ assigning an assessment template to an existing client option 1 from the client profile navigate to client profile > activities > assign activity button select form from the dropdown menu in the slideout modal, go to the assessment tab, select the desired template click assign you can also set the frequency for the assesment you can also set the frequency for the assesment option 2 from the settings page go to settings > configuration > templates > assessment tab click the action menu (three dots on the right) of your selected template, then choose assign to client in the pop up, choose one or more clients to assign the template to, or assign it to all clients you can also set a frequency for recurring assignment s creating an assessment template option 1 creating an assessment template from the settings page go to settings > configuration > templates and click + add complete the template fields under save this template as , select assessment , then click save the template will be categorized under assessment templates option 2 creating an assessment template from the client profile go to the client profile navigate to activities and click + assign activity choose form from the dropdown to open the slidout modal under the assessment tab, click create a new form button to design your template directly by leveraging intake templates in eggmed, you can simplify the onboarding process and ensure your practice remains organized and compliant whether assigning templates, customizing autosend options, or creating new forms, these tools help you focus more on delivering quality care to your clients