This new feature allows you to auto-deploy default assessments and training programs to clients. This automation will help onboard clients faster and save you time and manual work!
In this article, we'll show you how you can:
Deploy In-App Assessment by Default
Deploy Training Programs by Default
Deploy In-App Assessment by Default 📋
To create a default assessment that will auto-deploy to newly added and self-registered users, follow these steps:
Go to your dashboard preferences page
Enable "Deploy In-App Assessment by Default"
Select the stages you'd like to include in the default assessment:
Symptom questionnaires
Continuous Performance Task
EEG sensing
Set the assessment schedule
Save the assessment
Default assessment for manually-added clients 📁
When adding new clients manually, the default assessment stages will apply to the client setup flow with the ability to change as desired.
Default assessment for self-registered clients 📱
Clients who use your clinic code to self-register in-app will get the default assessment deployed and ready for them to complete.
If a self-registered client has already completed the default assessment, you'll be notified when you set them up. Any changes you add will apply to their next assessment.
Deploy Training Programs by Default 📋
To create default training programs that will auto-deploy to newly added and self-registered users, follow these steps:
Go to your dashboard preferences page
Enable "Deploy Training Programs by Default"
Select the program/s you'd like to deploy
If you're deploying multiple default programs, make sure to select the client's access to programs (client's choice, sequential, alternating)
Default training programs for manually-added clients 📁
When new clients are added manually, the default training program/s will be deployed automatically. If the client also has an assessment deployed, they'll have to complete it first before being able to train using the default programs.
Default training programs for self-registered clients 📱
Clients who use your clinic code to self-register to your clinic in-app will get the default training program/s ready for them to complete in-app. If the client also has an assessment deployed, they'll have to complete it first before being able to train using the default programs.
Do you have any questions? Send your inquiry to support@myndlift.com or chat with us through the Myndlift Dashboard!