All Collections
Integrations
Dokbot
Dokbot: Creating Assessments
Dokbot: Creating Assessments
How to create assessments in Dokbot
Alexa Narma avatar
Written by Alexa Narma
Updated over a week ago

Dokbot assessments use conversations to gather healthcare data directly from patients seamlessly with no app download and no password. (What is Dokbot?)

Creating an Assessment

Creating an assessment in the Dokbot portal requires an account. (Dokbot: Signing Up for Dokbot)

To Create an Assessment

  1. Find the name of assessment to be sent to your patients, you can search your assessment from the search bar as well. Then click on the assessment to be sent to the patient and click “Continue”.

    Graphical user interface, text, application, email

Description automatically generated
  2. Enter your information, specifically how the patients would recognize you when they receive an email then click on “Continue”.

    Graphical user interface, text, application

Description automatically generated
  3. Fill in your client’s name and email address to where you would like to send this assessment to then click on “Continue”.

    Graphical user interface, text, application

Description automatically generated
  4. Check the details and confirm to create this assessment.

    Graphical user interface, text, application

Description automatically generated

Great! You have now created the assessment; you can opt to send the assessment link personally or send them a e-mail on their assigned email.

Graphical user interface, application

Description automatically generated

What's Next?

If you have any questions or need assistance with Dokbot, please email support@dokbot.io.

NOTE: Dokbot is a subsidiary of Doxy.me Inc.

Did this answer your question?