Patient assessment overview

Dive’s patient assessment flow turns intake into a guided, multi-session process. Each step lives on its own card on the patient profile, so you can pick up where you left off, share work with colleagues, and produce a clean DOCX of the assessment at the end.

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.

The four cards

The Assessment tab on every patient profile is built around four cards. You work through them in order, but they remain editable so you can revisit any step.

1. Anamnesis — record the intake session in which you capture the patient’s history and presenting concerns.
2. Questionnaires — fill out the structured clinical questionnaires that feed the assessment.
3. Create assessment — generate and download the assessment document as a DOCX from the anamnesis and the scored questionnaires.
4. Feedback session — record the feedback session that closes the loop with the patient.

Tip

The Anamnesis and Feedback session cards are recording-based — they appear in the patient’s appointments list once you start. The Questionnaires and Create assessment cards are form/document-based.

When to use the assessment flow

The assessment flow is designed for intake, diagnostic, and clinical evaluation work. For ongoing therapy sessions you don’t need to create an assessment — keep using regular session recordings and summaries.

Anamnesis Capture patient history and presenting concerns

Filling questionnaires Fill clinical questionnaires that feed the assessment

Creating an assessment Generate and download the assessment DOCX