Send a questionnaire and your client completes it in their portal, with the score charted in their file. Work through one with them in the session, or upload the copies they completed before they came to you, when that fits better.
Add PHQ-9, GAD-7, CORE-10 or a questionnaire you built yourself to the client file and send it: the client completes it in their own time in the portal, and the score comes back to you rather than to them. Each one charts against the scores before it, so you walk into the next session on the trend rather than a single number. Set a repeating cadence and the next one goes out on its own. Sending is not the only way in, though. Saving an assessment now asks whether to send it, so one you mean to work through together sits on the file with no email and nothing in the portal. And the copies a client completed before they came to you, PDF, Word or a scan, upload straight onto the file: name the questionnaire, give the date, and the answers are read off the page for you to check against the original before you submit.
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