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Manage recurring measures & check-ins

Learn how to manage recurring measures and client check-ins.

Updated over 2 weeks ago

Measurement-informed care is standard practice at Grow Therapy. You can choose the measures that best fit your practice by configuring your settings, sending customized check-ins, and using client responses to inform your treatment plans.

Key Takeaways


  • By default, all measures except the Therapeutic Alliance are initially included with a client's intake forms and are repeated every three appointments as recurring 'mental health check-ins' unless you adjust your default settings.

  • The frequency at which measures are sent may vary by payor.

  • Providers can send customized measures to individual clients at their preferred frequency.

  • You can access a client's measurement results in their profile and during their Grow Therapy Telehealth sessions.


Configure your default settings


To configure your measurement preferences:

  • Click here or select your name in the bottom left and select Settings.

  • Under the "Appointments" section, select Client check-in.

Configure your default measures settings
  • Select or deselect the measures you'd like to send to your clients at every third appointment. Make sure you scroll down to select Save Changes.


Send a customized check-in


If you prefer to set your clients' screening cadence manually, you can customize your default settings and choose to send personalized check-ins.

Via your profile settings

To send a customized check-in from your profile settings:

  • Click here or select your name in the bottom left and select Settings.

  • Under the "Appointments" section, select Client check-in.

Send a customized check-in
  • Select Send custom check-in. From the drop-down menu, select the desired client's name.

Send custom check-in button
  • Indicate which forms you'd like the client to complete and select Send. The measures will be sent to the client immediately after confirmation.

Select which measures to send to a client

Via the client's profile

To send a customized check-in from a client's profile:

  • Click here or select Clients from the sidebar navigation.

  • Search for the desired client and select their name to access their chart.

  • Under the client's name, select the Treatment tab. Scroll down to locate the "Measures" card, then select the three-dot menu, as shown below.

  • Select Send custom check-in. Indicate which forms you'd like the client to complete and select Send. The measures will be sent to the client immediately after confirmation.

Send a custom check-in via a client's profile

Complete measures during an appointment


If you'd like to complete measures with the client during an appointment, you can do so from the client's chart or directly in your Grow Telehealth meeting room. The client must have an upcoming or active appointment for this feature to be available.

Complete measures via the client's chart

To complete measures from the client's chart:

  • Click here or select Clients from the sidebar navigation.

  • Search for the desired client and select their name to bring up their profile.

  • Under the client's name, select the Treatment tab.

  • Scroll down to locate the "Measures" card.

🌟 The "Measures" card group measures completed or requested by date. A "Pending" status will be indicated for measurement bundles that have been sent but have not yet been completed by the client.

  • Select the specific bundle you'd like to complete. The pop-up menu allows you to toggle between the measures. Any measure with an "Incomplete" status allows you to select Fill out for client. Click this button to begin a measurement.


Complete measures during a Grow Telehealth session

Please see these instructions for completing the measures during a Grow Therapy Telehealth session.


Review completed measures


Review results from the client profile

🌟 TIP: Check out this resource for a more detailed walkthrough of using recurring measures and check-ins to improve your care plans.

Each completed measure is stored by date and can be accessed via the client's profile. To access previous results:

  • Click here or select Clients from the sidebar navigation.

  • Search for the desired client and select their name to bring up their profile.

  • Select the Treatment tab, located below the client's name. This tab will display a graph summarizing clients' progress, provided they regularly complete their measures. You can switch between graph and grid views and choose specific measures to engage with the results.

  • Alternatively, measures are bundled by completion date in the "Measures" card within the Treatment tab. Locate this card by scrolling to the bottom of the Treatment tab if necessary. Select the date you wish to review. A pop-up menu will display each completed measure along with its accompanying score(s).

Preview individual measures


Review results during appointments

To view completed measures with the client in session:

  • Join your Grow Therapy meeting room and admit the client.

  • Select the Client Informationbutton from the telehealth toolbar.

  • From the Client information tab, locate the Treatment tab to review a client's measurement responses

Review measures in Telehealth preview

Visit Manage client forms and measures during appointments to learn more about managing forms and measures directly in your Telehealth meeting room.

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