Creating an assessment

The Create assessment card is the closing step of the assessment flow. Clicking it generates the assessment document — anamnesis, scored questionnaires, and the assessment write-up — and downloads it as a single DOCX file. There is no editable draft stage inside Dive: the DOCX is the assessment, and you take it from there in Word (or the tool of your choice) to refine and share.

Availability

The assessment flow — including questionnaires and Create assessment — is available on the Master plan only. If you don’t see the Assessment tab on a patient profile, your organization is on a different tier. Talk to your account owner.

Before you start

Make sure these are in place:

• The Anamnesis session has been recorded and has content saved.
• Every questionnaire you want included shows a score (not a “scoring” state).

Generate and download

1. From the patient’s Assessment tab, click Create assessment.

2. A spinner appears for a few seconds while Dive builds the document.

3. The DOCX downloads automatically. The filename includes the patient’s first and last name.

Tip

The card shows a “generated just now” timestamp after a successful run. If you change the anamnesis or finalize another questionnaire, just click Create assessment again — a fresh DOCX will replace the previous one on disk.

Caution

Only the therapist assigned to the patient can run Create assessment. Colleagues with access to the patient can see the timestamp but not regenerate.

If the download is empty or fails

In rare cases an export can come back empty (network blip, scoring not finished). Dive returns an error instead of a blank file. If you hit this, wait a moment and try again; if it persists, contact support.