---
title: Sending & Viewing Assessments (PROMs)
description: Sending & Viewing Assessments (PROMs)
---

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# Sending & Viewing Assessments (PROMs)

**Assessments**, also referred to as **PROMs** (Patient-Reported Outcome Measures), are structured questionnaires that track a patient’s mental health, wellbeing, or functional progress over time. They generate numerical scores, support clinical insight, and can be charted longitudinally.

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#### 🧠 What Do Assessments Include?

PROMs may include:

- ✅ **Total scores**
- 📊 **Subscales** (e.g., Depression, Anxiety, Stress in DASS-21)
- 🏷️ **Range labels** (e.g., Mild, Moderate, Severe)
- ✨ **AI-generated summaries**
- 📈 **Trend graphs** over time
- 📄 **Downloadable reports** (PDF format)

---

#### ✉️ Ways to Send Assessments

You can send assessments to patients using several flexible pathways:

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### 1. 🖐️ **Manual Request**

Send an assessment directly from a patient’s **Assessments** tab:

- Click **➕ Request Assessment**
- Select one or more assessments
- (Optional) Add a message
- Click **Save** to send

🔔 The patient is notified to complete it via the app or web portal.

---

### 2. 🕑 **Scheduled Assessments**

Set up recurring assessments to send automatically:

- Click **➕ Schedule**
- Choose frequency (e.g., every 2 weeks)
- Set start date, time, and number of repeats

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### 3. 👥 **Group Program Triggers**

Assessments can be automatically triggered when a patient is enrolled in a **Group Program**:

- **Start of Program** (e.g., baseline measure)
- **End of Program** (e.g., outcome measure)

✅ This happens without manual intervention and ensures consistent measurement across group cohorts.

---

### 4. 🗓️ **Linked to Appointments**

Assessments can be automatically triggered based on appointment activity:

- Trigger **when a booking is made** for a specific service
- Trigger **when the appointment is marked as Attended**

🔧 This is configured in the Bookable Services setup — see [Adding Forms & Assessments to Bookable Services](https://support.wellifiy.com/en-au/knowledge-hub/add-forms-assessments-to-bookable-services?hsLang=en-au).

---

#### 📲 Patient Experience

Once an assessment is sent, the patient will:

- Receive an **email** and **push notification**
- See a **To-Do List** card appear on their app or web portal home screen  
  → This card includes a button to open and complete the assessment.

⏰ If the assessment is not completed within 48 hours, the system will automatically send:

- A **reminder email**
- A **reminder push notification**

🕹️ You can also manually resend a reminder:

- Click the **•••** menu next to the assessment in the portal
- Select **Send Reminder**

---

#### 📈 Viewing Results

Once completed:

- Assessments show a ✅ **Complete** status in the **Assessment Management** table
- Scroll down to view:
  
    - Subscale scores and range labels
    - Graphs of progress over time
    - PDF report and AI-generated summary

🧠 Progress summaries compare:

- **Latest vs. Baseline**
- **Latest vs. Previous**

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