Checking your client's measures survey status and reminding clients to fill out incomplete surveys

All clients receive their measurement-informed care (MIC) survey bundle 48 hours before their session. Here’s how you can check if a client has completed the survey — and how to send a reminder if they haven’t.

Please Note: Visual updates to Measurement Informed Care results are currently in early testing with select providers. We look forward to releasing these updates to all providers soon and will share further announcements as this feature becomes more widely available. Due to this test, not all providers will have the same visual experience as pictured below. 

Check the client's measurement-informed care survey status

In the provider portal, go to the Client Profile→ check the Next Appointment information on the righthand side →Here you’ll see appointment details as well as if the client has completed their survey.

Note: This feature is available as soon as the survey is made available to your client 48 hours before the appointment.

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Send a reminder if survey is incomplete

To send a reminder message to your client:

1.  Start in the Client Profile→ check the Next Appointment information on the righthand side → click Send client measures reminder.

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Clicking on the Send client measures reminder link will create a pre-filled message for that client on the Messages tab of the provider portal. You can then send this message.

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Note: The "Send client measures reminder" link is only available if the survey has not yet been completed by the patient.

 

Optional: Clients can complete the survey in the waiting room

If the survey is still incomplete, the client will see it in the waiting-room screen prior to their telehealth session.

  • It appears only if the client hasn't yet completed it.
  • To join a session early, completing the survey will be required. Once the session time begins, a client can join the session, regardless of whether their survey is completed or not. 

Encourage clients to join a few minutes early if they want to finish it before the session begins.


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