8. Assigning Questionnaires and Assessment Record Forms to Clients

In this tutorial we're going to learn how to assign a questionnaire to a client. And how to assign an assessment, which is pretty much the same process. 

Step 1: We're going to the questionnaire library.  To access the questionnaires library rollover assessments and click on questionnaires library

Step 2: Now these questionnaires are being created by Paul Chek of the Chek Institute, founder of the Chek Institute and made available to all ptEnhance customers or trainers using ptEnhance. 

So we thank him for those. And when you assign one of these, you'll get a message from Paul, as to his philosophy and why he's done that, why he's made them available.

Step 3: Now, when assigning we can do a bulk assign, say, all three of these questionnaires we might want to assign to a client. So we can select all of the questionnaires.

Step 4: And click on the triangle for the bulk action and click Assign. In this case, we're actually just going to do an individual questionnaire. 

Step 5: In this case we are just going to do an individual questionnaire. We are going to assign the Primal Pattern Diet.

Step 6: You will get that assigned message from Paul, which is just for these particular questionnaires, and read through.

Step 7: And click OK to the message. And you will get what you get for any of the questionnaires, which is the assigned questionnaire to pop up. Now you can assign to single clients by just selecting a client.
 

 

Step 8: Well, you can assign multiple clients at a time, in which case each client will get their own copy of the questionnaire. 

Step 9: Or you can actually assign to a group. And similarly every client in the group will get their own questionnaire assigned to their account. Just can't do both groups and clients. 

 

Step 10: So we're going to assign this to Dogo Jododo and click assign

Step 11: And then if we go to the assigned questionnaires and assessments tab, will see at the top of the list, here is the problem pet and diet questionnaire that has been assigned to Dogo Jododo. 

Step 12: Now if you only want to see the question is assigned to a particular client, you can filter by finding the client in the Clients list. Going to Dogo Jododo the Primal Pattern Diet Questionnaire is the only questionnaire that's been assigned to Dogo Jododo at the moment. 

Step 13: Now assigning assessments is pretty much the same procedure. So just finding the assessment form in the library that you would want to assign, say the Static Posture on a Plumbline and were  going to assign that one to Dogo Jododo. 

 

Step 14: Now one difference within us with an assessment form question is because they were generally intended to be completed by a client, that will always appear in a client's account to the client assessment forms are generally completed by the trainer. And as a record of the assessments that you've done on your client. Occasionally, you might want to just keep that information for yourself. And other times, you may want to show the assessment form to the client so that they can see the results. 

In which case, when you're assigning and you can you can check this show to client button, you can also leave that blank and decide to show the assessment form to a client later. From these assigned questionnaires and assessments tab, you can do that. So clicking assign, we're going to actually check that for now.

Step 15: And now if we go back to the assigned questionnaires and assessments tab there's a table at the bottom with assessments and there's the Static Posture on a Plumbline, the latest assessment that we have assigned to Dogo Jododo. 

Step 16: And similarly, if we go to Dogo Jododo’s account data you'll see the questionnaire form and the assessment form. 

Step 17: If we were to log as Carrie, she would not see this at the moment. However, we could choose to show to client and after we show that to carry will get a about message to confirm that we want to do that. 

 

Step 18: And we get a confirmed message that that's actually been shown to her, in which case this one now I've changed to the action to shown to clients.  

Step 19: So if you want to know if it's hidden or showing, you can quite easily see that by the action that appears here and we'll put that back to hide and one assessment has been hidden.