Skip to main content
All CollectionsDocumentation & Notes
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

Measurement-informed care is standard practice at Grow Therapy. 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.

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

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


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.

  • 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 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:

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

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

Configure check-in settings, provider portal
  • 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.

  • 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.

Preview of the Treatment tab


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 chart or directly in your Grow Telehealth meeting room.

Complete measures via the client chart

To complete measures from the client chart:

  • 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. If necessary, scroll down to locate the "Measures" card. The "Measures" card groups measures completed or requested by date. A "Pending" status will be indicated for measurement bundles that have been sent but have yet to be 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 get started on a measure.

Complete measures via the client chart


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: For a detailed walkthrough of the in-portal progress measuring features, please see Measure client progress using recurring measures & check-ins.

Each completed measure is stored by date and 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 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.

Reviewing measurements from the Treatment tab

Review check-ins results via the client chart
  • 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 and the accompanying score(s).

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.

Did this answer your question?