How to create customised email templates
Sometimes when you’re sending a client an assessment via email, you’ll want to modify the standard email text to better reflect how your practice works.
Sometimes when you’re sending a client an assessment via email, you’ll want to modify the standard email text to better reflect how your practice works.
1. Go to Clients 2. Select your Client 3. Under Past Results, find the completed assessment that you want to delete 4. Move your cursor
Sometimes you might make a mistake and administer an assessment to the wrong client. If you do, don’t worry, you can reassign that instance of
1. Go to Clients 2. Select your Client 3. Under Past Results, find the completed assessment that you want to change dates 4. Move your
1. Go to Account2. Select Account Details3. Under Email change your email address4. Click on Update Details Back to Support Related Articles
1. Go to Account2. Select Plan3. Select Change Plan 4. Click on the red circle below 5. Click on Edit Subscription6. Click on the green
If you want to send out a mass email survey to clients and maintain anonymity, you can use Generic Client. Obtain the URL link via
To export a graph into a GP letter, we use a screenshot tool to copy and paste into the document. Here are some suggestions: Windows
1. Go to Account2. Click on Account Details3. Scroll down until you see Security, click on Change Password 4. Fill in your Current and New
1. Go to Clients 2. Select your client 3. Click on Edit Client on the top right hand corner 4. From here you can edit
1. Go to Clients 2. Click on Add Clients 3. Fill in your client’s details 4. Under Assign Client to you can decide who to
1. Go to Account on the top of your screen2. Click on Account Details3. Scroll down until you find Security, and click on Change Password
To receive CSV results via email as assessments get completed: 1. Go to Account2. Select Account Details 3. Scroll down to ‘Email Preferences’4. Under ‘Would
1. Go to Clients on the top of your homepage 2. Select your client 3. Click on Edit Client 4. Click on Delete Client Back
1. Click on Clients on the top of your homepage2. Select your Client3. Click on Edit Client 4. Click on Assign Client To 5. Select
From the homepage of your account, the Log out button will be on the top right corner of your screen. Back to Support Related Articles
Any assessments designed to monitor psychological symptoms of clients will automatically graph results over time. If you administer the assessment to the same client more
1. From the NovoPsych platform you can press email assessment from the home screen. 2. Select a Client 3. Choose the assessments you would like
1. Click on Assessments 2. Select your preferred Assessment 3. Select Email 4. Select your client 5. From here you have the option to select
1. Click on Clients 2. Select your Client 3. Select Email 4. Choose your Assessment(s) under Select Assessment(s). 5. You can also Customise Email 6.
1. From the homepage view, click on Email Assessment. 2. Select your client 3. Choose your Assessment(s) 4. Select Send at bottom right-hand corner. Back
1. Click on Assessments 2. Select your Assessment 3. Select Schedule 4. Select your client 5. [Optional] from here you have the option to select
1. After you click on Clients 2. Select your Client 3. Select Schedule 4. Choose your Assessment(s) under Select Assessment(s) 5. On Schedule Settings, select
1. From the homepage view, click on Schedule Assessment. 2. Select your Client 3. Choose your Assessment(s) 4. Select Schedule Settings 5. Choose your desired frequency (eg.
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