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Manage recurring measures & check-ins
Manage recurring measures & check-ins

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

Updated over a week ago

Please Note: This feature will start a gradual rollout on September 30th, and all providers will have access to this update by October 15th.

Measurement Informed Care (MIC) helps improve client outcomes and is a standard of care at Grow Therapy. By default, measures are sent with a client's intake forms and, after that, every three appointments as part of recurring check-ins. This regularity ensures that you, as the clinician, are always in tune with your client's progress, providing a sense of reassurance and confidence in your practice. You can choose which measures best fit your practice by configuring your settings, sending customized check-ins, and using client responses to inform treatment plans.

Key Takeaways


  • By default, clients receive initial measures after booking an intake and then every three appointments unless you configure your settings.

  • Measures do not override your clinical judgment— documentation supporting medical necessity, regardless of measures, is key.

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

  • You can access client measurement results in each client profile and your Telehealth meeting room.


Preview the client experience


After the initial intake measures are completed, clients are screened with the PHQ2 and GAD2, the first two questions of the PHQ9 and GAD7, to quickly identify those needing further evaluation. If clients score over three (3) on any screener, they are prompted to complete the full assessment.

Client screener preview


Clients receive measures in a 'mental health check-in' bundle and will be reminded twice to complete them.

Client mental health check-in email preview


When clients regularly complete their check-ins, they can track their progress in their client portal. This insight allows clients to quantify their symptoms and better understand their experience. Measures do not override your clinical judgment. Documentation supporting medical necessity, regardless of measures, is vital.

MIC results preview - client experience

Configure your default settings


To configure your measurement preferences:

  • Select your name in the bottom left and select Edit profile.

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

Client check-in settings via the provider portal
  • Select or deselect the measures you'd like sent to your clients every three appointments and select Save Changes.


Send a customized check-in


If you prefer to manually set your clients' screening cadence, 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:

  • Select your name in the bottom left and select Edit profile.

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

Send a custom check-in from profile settings
  • Select Send custom check-in. From the drop-down menu, select the desired client's name. Indicate which forms you'd like the client to complete and select Send. The measures will be sent to the client immediately after confirmation.

Customize check-in pop-up menu

Via the client's profile

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

  • Select Clients from the sidebar navigation.

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

  • Select the Forms & Files tab underneath the client's name and select the three-dot menu to the right of "Measures and Forms."

  • 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.

Client profile - Forms & Files tab preview

Review completed measures


Review results from the client profile

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

  • Select Clients from the sidebar navigation.

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

  • Select the Forms & Files tab underneath the client's name.

Reviewing measures from the client profile
  • Select Measures. A pop-up menu will display the measures completed by date and the accompanying score(s) for each completed measure.

Multiple measure results by date
  • Select an individual date to review the client's answers.

Review client's measurement scores

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, scroll down to the "Forms & questionnaires" section > select Measures to review the client's answers.

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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