The check-ins feature complements the habit tracker and will provide your client with an opportunity to reflect on their week. It's a great opportunity for you to interact with your clients and provide them with the remote feedback and support they require.
In this article, we will cover:
How to configure a client check-in
Check-ins are found in the Overview tab when managing a client.
First click the cog icon to configure the check-in.
Next, select the check-in form you would like your client to complete. You can use the default SENPRO check-in, or you can create your own.
Then select the day you would like your client to complete their weekly check-in.
How to create a new check-in
In the left menu, go to Practice Tools, followed by Questionnaires. Click on the Check-ins tab, followed by the Create New button.
Here you can build your check-in questions using a variety of response types, including traffic lights, emojis or text-only responses.
Click the Save button when complete.
How will my client complete a check-in?
The check-in block will always be visible to your clients on their Dashboard.
When it is your clients check-in day, the check-in status will change from Upcoming to Complete now.
When your client clicks Complete Now, the check-in will appear in the side bar.
After completing their check-in, they will click the Save button. The status of the check-in will change from Complete Now to View / Redo.
How to view a completed check-in
You will be notified when a client completes a check-in. The status of the check-in will change from Due Today to View. Simply click the view button to view the completed check-in.
Feedback can be delivered to clients via Messages.