Sometimes you may want to preview what questions an Assessment contains before assigning it to a Client. You can see the Assessment in its entirety by using the "Take Now" link!
The "Take Now" link is primarily used for taking an Assessment live with the Client, but also works as quick and easy way to preview the Assessment.
Permissions
✅ Clinician: Can access and assign Assessments to their own Clients.
✅ Supervisor: Can access and assign Assessments to any Client.
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can access and assign Assessments to any Client.
How to Preview Assessment Before Assigning it to a Client
Navigate to the Client's profile
Click the Assessments tab
Find the Assessment you want to preview and click the blue Take Now link next to it.
This will open the Assessment, showing you the title, instructions, and all questions that will be presented to your Client if assigned.
💡 Need to preview an Assessment that isn't currently assigned to the client? Click "Assign Assessments to..." to pull up the full Assessment list.
Click your browsers back button to return to the Client's Assessment screen. Check the box next to any Assessments if you wish to assign it to this Client.
We're here for you!
Do you have follow-up questions? We're here and happy to help!
Send us an email at help@blueprint-health.com or use the help messenger in the lower right corner to speak with our Support team. 💪🏼