---
title: "How to Generate an In-Person Code "
url: "https://clinicians.ultramed.co/en/article/how-to-generate-an-in-person-code-plus-switch-upgrade"
language: "en"
last_updated: "2026-09-02T09:19:16.515Z"
---

# How to Generate an In-Person Code 

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

-   How to generate an in-person code
-   When to use an in-person code vs. a clinician link  
     

#### **Who has access:**

All access levels apart from Read Only 

### **Overview**

For patients attending **in-person clinics**, you can generate an **in-person code** that allows them to complete their assessment on:

-   Their **own device**, or
-   A **device provided by hospital staff**

This is designed to support **self-completion** by the patient while they are on-site.

### **Steps to Generate an In-Person Code:**

1.  Open the **patient's assessment**.
2.  Click the **“Actions”** button.
3.  Select **“Resend to patient”**.
4.  Choose the option: **“In-Person code”**.

![](https://cdn-assets.productfruits.com/788e6cb2-175e-493f-9b01-ac27d97905ac)  
 

You will now see:

-   A **6-character code**
-   A **QR code**  
     

**How the Patient Uses the Code:**

1.  Patient visits this link on their device: [https://patient.ultramed.app/](https://patient.ultramed.app/)
2.  They either:  
    -   **Scan the QR code**, or
    -   **Manually enter the code**

![](https://cdn-assets.productfruits.com/8f80ae7c-134d-4858-941f-d86b6bdc6067)  
 

This gives them access to their **online pre-assessment**.

**Important Notes:**

**Audit Trail:** Any answers submitted using an in-person code are recorded as being completed by the **patient**.  
  
**Do not use it for clinician-led assessments** (e.g., telephone assessments or when a clinician is inputting responses on behalf of a patient). Instead, use the **“Clinician Link”** to ensure proper attribution and audit trail.

**System Availability**

If you don’t yet see this feature in your portal, don’t worry — it will become available once your portal is updated.
