---
title: "How Assessments Are Initiated "
url: "https://clinicians.ultramed.co/en/article/how-assessments-are-initiated-base-upgrade"
language: "en"
last_updated: "2026-09-02T09:10:06.732Z"
---

# How Assessments Are Initiated 

### **In this guide, you will learn how to:**

-   Register a patient
-   Initiate an assessment

### **Who has access to these actions:**

All user levels

To begin a patient's assessment, it must first be initiated in the Clinical Portal. The process may vary depending on your organisation’s portal configuration (i.e. with or without system integration).

**If your organisation does NOT have integration:**

1\. Click **‘New Assessment’** on the right-hand side of the screen.

![](https://cdn-assets.productfruits.com/b4a0e655-6f0f-4198-95a2-4f091992fca6)

2\. In the pop-up window, search to check whether the patient is already registered in MyPreOp:

-   Click on the search bar and type the patient’s name.
-   If an existing assessment exists, it will appear in the list below.

![](https://cdn-assets.productfruits.com/dafdbb3b-962b-4d33-8ec8-2f222a909d49)

3\. If the patient is **not yet registered**, click **‘Add New Patient’** and manually enter their details.  
Fields marked with an asterisk (\*) are mandatory.  
Once complete, click **‘Create New Patient’**.

![](https://cdn-assets.productfruits.com/244aaa8b-4b3a-4742-b7ac-270d5c085278)

4\. Review the patient’s information in the next window. If necessary, click **‘Edit’** to correct any errors.

5\. Select an **Assessment Template** from the drop-down menu. This determines the appropriate assessment group and when the assessment is sent out.

-   Optional fields such as **Consultant**, **Procedure**, **Referral Priority**, **Priority**, and **TCI Date** can be added later, once the patient has completed their questionnaire.
-   To add a procedure, enter the code or name.
-   Choose the patient’s **preferred contact method**, then click **‘Create Assessment’**.

The patient will receive an SMS or email with a unique code to start their online pre-assessment.

**If your organisation DOES have integration:**

-   Type the patient's identifier (NHS, CHI, IHI, or hospital number) to retrieve demographics from your PAS.
-   Select the correct patient from the results and follow step 5 above.

**Please note:**  
Due to individual portal configurations, some screens or features may differ slightly in your live portal.