Greyfinch Help Center
New to Greyfinch?
Sign in
Greyfinch Connect
Guides
Greyfinch AI
Leads/Appointment Widget
Tasks
Assessments
Create and structure an assessment template Overview of Assessments Use assessment merge fields in letters and documents Take an assessment with a patient Use AI dictation during an assessment Set up question metadata, follow-ups, letters, and the dictation note
Automation
Helpful Tips
Patient Self Check-in
Admin
HR Admin
Patient Profile
Scheduling & Office Calendar
Treatment Card
Ledgers
Images
General
Financial
Reports
Task Basket
(OLD) Release Notes
Integrations
Other Integrations
Align Integration
Roadmap
Guides

Assessments

Build assessment templates, take them with patients, and pull answers into letters and notes

You don't have access to this collection.

Sign in with the account that has access.

Sign in

In this collection

Create and structure an assessment template

Overview of Assessments

Use assessment merge fields in letters and documents

Take an assessment with a patient

Use AI dictation during an assessment

Set up question metadata, follow-ups, letters, and the dictation note

Powered by Ferndesk