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Assessments

Updated May 7, 2026

Assessments are scored questionnaires you administer to clients on a regular cadence. They give you objective data alongside your clinical observations so you can see whether treatment is moving in the right direction.

Available on Solo and above. Assessments are gated behind the assessments_enabled feature flag, so if you don't see the tab, ask your account owner to turn it on.


Built-in assessments

Stillpoint includes common standardized instruments:

  • PHQ-9 (depression screening, 9 questions)
  • GAD-7 (anxiety, 7 questions)
  • Other validated instruments depending on your practice type

You can also build custom assessments by combining scored questions on a Likert or numeric scale.


Administer an assessment

  1. Open the client's profile and go to the Assessments tab.
  2. Click Send Assessment and pick the instrument.
  3. The client gets an email with a secure token link to complete it.
  4. As soon as they submit, the score lands on their profile and shows up on the timeline alongside previous administrations.

You can also enter a score manually if the client completed the form in-session on paper.


Track progress

  • The assessments tab shows a chart of scores over time so you can see whether things are improving, holding, or worsening.
  • Compare a baseline score against the most recent administration in one glance.
  • Assessment scores can be referenced in clinical notes and treatment plan reviews.

Tasks for re-administration

If you want a reminder to re-administer at a fixed cadence (every 4 weeks, say), use a treatment plan task to surface it on your task list automatically. See Treatment Plans.


Tips

  • Keep the cadence consistent. PHQ-9 every 4 weeks gives you a cleaner signal than ad-hoc administration.
  • Walk through scores with the client. The conversation about a number is often more useful than the number itself.
  • Don't lean on a single instrument; pair it with your clinical observations and the client's lived experience.

Related Articles

Treatment Plans

Define goals, interventions, and review dates for ongoing client work.

Client Profile

Everything about one client: contact info, history, notes, billing, and family.

Clinical Notes

Write structured session notes with SOAP/DAP templates, stored encrypted.

On this page

  • Built-in assessments
  • Administer an assessment
  • Track progress
  • Tasks for re-administration
  • Tips
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