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Using the "Take Now" Action to Immediately Administer Assessments in Session
Using the "Take Now" Action to Immediately Administer Assessments in Session

An overview of the "Take Now" action and how Clinicians can use it to immediately administer Assessments in person.

Updated over a year ago

The Take Now action enable Clinicians to immediately administer Assessments to Clients (or their Participants) outside of the Client's scheduled Assessments.

Instead of sending the Assessments to the client remotely, the selected Assessments will open in a new tab from the Clinician Portal so the Clinician can record responses on behalf of the Client or Participant -- great for administering Assessments during a session!


Permissions

Who can use the Take Now action?

✅ Clinician: Can use Take Now for their own Clients.

✅ Supervisor: Can use Take Now for any Client.

Biller: Billing roles alone do not have access any Client profiles.

✅ Admin: Can use Take Now for any Client.


Overview

The Take Now action immediately opens the selected Assessments in a new tab right from within the Clinician Portal, giving Clinicians the ability to administer Assessments live/in session with a Client, outside of their Assessment's regular scheduled frequency.

💡 Take Now is great for...

  • When a Clinician is administering the Assessment live with a Client and recording the answers on behalf of the Client

  • Children 12 and younger (Children can't create Blueprint accounts or receive Assessments remotely, so this is the only way they themselves can complete Assessments)


How to use the Take Now action to administer Assessments

  1. From the Client's profile, navigate to the Assessments tab (or click Manage from the Client's profile header)

  2. Select at least one Assessment you'd like to administer

  3. Once an Assessment is selected, the Assessment Actions Toolbar will appear near the bottom of the page

  4. Click Take Now to open the selected Assessment(s) in a new tab

  5. Record Client responses and click Submit


FAQ

  1. Q. Will using the Take Now actions alter the current Assessment frequency set for this Client?

    A. No, using the Take Now action will not alter the Client's current Assessment Frequency.

    Even if your Client completes the Assessment via Take Now, it will not adjust the Next Assessment Date or satisfy the "dueness" of Assessments that have already been sent as part of the client's scheduled administrations.

    Take Now is essentially a way for Clinicians to quickly administer Assessments with clients in session in a one-off fashion, totally separate from the Client's regular scheduled Assessment delivery.


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