Needs Assessment for Active Clients
Byron Edwards
13 steps
38 seconds
Sparkadvisors
**Versión en español** [aquí](https://scribehow.com/viewer/Evaluacion_de_necesidades_para_clientes_activos__uHU2KgMmREan3TSrLnDPRQ).
1
On the client's profile page, click the dropdown arrow next to **Edit contact.**
2
Click **Send needs assessment**.
3
You can choose to send the Needs Assessment via email or by generating a unique link.
4
You can send the Needs Assessment in English or Spanish.
5
You can edit their email address.
6
Check the box next to **Customize needs assessment** to customize what information you'd like your client to review.
7
Once ready, click **Send survey**.
8
You'll get confirmation immediately that the survey has been sent.
9
Your contact will receive an email and can click **Start Form**.
10
They'll click **Continue** to begin the survey.
11
For this example, our client is updating their prescriptions and adding a new one. Once completed, they'll click **Submit**.
12
If needed, they can also begin the **Scope of Appointment** as well.
13
You'll return to their profile and view the changes that have been made. Once read, click **Confirm**.
Needs Assessment for Active Clients
Byron Edwards
13 steps
38 seconds
Sparkadvisors
**Versión en español** [aquí](https://scribehow.com/viewer/Evaluacion_de_necesidades_para_clientes_activos__uHU2KgMmREan3TSrLnDPRQ).
1
On the client's profile page, click the dropdown arrow next to **Edit contact.**
2
Click **Send needs assessment**.
3
You can choose to send the Needs Assessment via email or by generating a unique link.
4
You can send the Needs Assessment in English or Spanish.
5
You can edit their email address.
6
Check the box next to **Customize needs assessment** to customize what information you'd like your client to review.
7
Once ready, click **Send survey**.
8
You'll get confirmation immediately that the survey has been sent.
9
Your contact will receive an email and can click **Start Form**.
10
They'll click **Continue** to begin the survey.
11
For this example, our client is updating their prescriptions and adding a new one. Once completed, they'll click **Submit**.
12
If needed, they can also begin the **Scope of Appointment** as well.
13
You'll return to their profile and view the changes that have been made. Once read, click **Confirm**.
