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      How to share assessment reports

      Read this to learn how to easily share assessment reports via PDF or Shareable Link to your patients.

      Step 1: Navigate to the patient profile

      • Go to your patient’s profile.

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      Step 2: Open the assessments tab

      • Click on the "Assessments" tab to view all assessments of the patient.

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      Step 3: Select the assessment you want to share


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      Step 4: Access sharing options

      • On the right side of the screen, click the three dots (•••) next to the assessment.
      • From the dropdown menu, choose to either:
        • Export as PDF (ideal for patient progress reports).
        • Create Shareable Link (perfect for colleague collaboration and for patients preview).
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      Step 5: Generate and use the link

      • When you click "Create Shareable Link," a pop-up will appear with a generated link. Copy and share as needed.
      • Reminder: You can also use the PDF export option here to provide printed reports for patients.

      That’s it! Now you can easily share assessment reports.

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